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Rothschild & Co Wealth Management (UK)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2019
Q3 		– Sell
-2,190
Closed -$60K – 67
2019
Q2 		$60K Buy
+2,190
New +$59.3K ﹤0.01% 52

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s XLF Position: Q3 2019 in Review

Rothschild & Co Wealth Management (UK) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 2,190 shares — an estimated $60K sold.

Rothschild & Co Wealth Management (UK) first reported a position in XLF in Q2 2019 and held it in 1 quarter. The position peaked at $60K in Q2 2019. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

  • Rothschild & Co Wealth Management (UK) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 2,190 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $60K.
  • Rothschild & Co Wealth Management (UK) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s State Street Financial Select Sector SPDR ETF position peaked at $60K in Q2 2019.
  • 987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2019, filed 2 Dec 2019.