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Rotella Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rotella Capital Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,100
Closed -$251K – 276
2013
Q4 		$251K Buy
+13,100
New +$241K 0.5% 48

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Rotella Capital Management's XLF Position: Q1 2014 in Review

Rotella Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2014, closing a stake of 13,100 shares — an estimated $251K sold.

Rotella Capital Management first reported a position in XLF in Q4 2013 and held it in 1 quarter. The position peaked at $251K in Q4 2013. 540 funds tracked by Wall St. Rank hold XLF as of Q1 2014.

  • Rotella Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Rotella Capital Management sold 13,100 State Street Financial Select Sector SPDR ETF shares in Q1 2014, an estimated $251K.
  • Rotella Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 1 quarter.
  • Rotella Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $251K in Q4 2013.
  • 540 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2014.

Based on Rotella Capital Management's 13F filing for Q1 2014, filed 21 May 2014.