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Sadoff Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sadoff Investment 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
2017
Q4 		– Sell
-9,710
Closed -$251K – 91
2017
Q3 		$251K Hold
9,710
– – 0.02% 75
2017
Q2 		$240K Sell
9,710
-2,119
-18% -$50.3K 0.02% 65
2017
Q1 		$281K Hold
11,829
– – 0.03% 63
2016
Q4 		$275K Buy
+11,829
New +$254K 0.03% 64

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Sadoff Investment Management's XLF Position: Q4 2017 in Review

Sadoff Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2017, closing a stake of 9,710 shares — an estimated $251K sold.

Sadoff Investment Management first reported a position in XLF in Q4 2016 and held it in 4 quarters. The position peaked at $281K in Q1 2017. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

  • Sadoff Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Sadoff Investment Management sold 9,710 State Street Financial Select Sector SPDR ETF shares in Q4 2017, an estimated $251K.
  • Sadoff Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
  • Sadoff Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $281K in Q1 2017.
  • 960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on Sadoff Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.