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Robertson Stephens Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Robertson Stephens Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$6.58M Buy
254,599
+22,685
+10% +$587K 5.68% 3
2017
Q2 		$5.72M Buy
231,914
+45,066
+24% +$1.11M 5.14% 5
2017
Q1 		$4.04M Sell
186,848
-3,643
-2% -$78.8K 3.61% 6
2016
Q4 		$4.43M Buy
+190,491
New +$4.43M 2.52% 8