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Shoker Investment Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Shoker Investment Counsel’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
Q1 		– Sell
-15,544
Closed -$370K – 108
2018
Q4 		$370K Buy
+15,544
New +$404K 0.31% 67

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Shoker Investment Counsel's XLF Position: Q1 2019 in Review

Shoker Investment Counsel sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2019, closing a stake of 15,544 shares — an estimated $370K sold.

Shoker Investment Counsel first reported a position in XLF in Q4 2018 and held it in 1 quarter. The position peaked at $370K in Q4 2018. 984 funds tracked by Wall St. Rank hold XLF as of Q1 2019.

  • Shoker Investment Counsel reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Shoker Investment Counsel sold 15,544 State Street Financial Select Sector SPDR ETF shares in Q1 2019, an estimated $370K.
  • Shoker Investment Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • Shoker Investment Counsel's State Street Financial Select Sector SPDR ETF position peaked at $370K in Q4 2018.
  • 984 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2019.

Based on Shoker Investment Counsel's 13F filing for Q1 2019, filed 13 May 2019.