Signature Wealth Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Signature Wealth Management Group’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
2018 Q4	–	Sell	-800	Closed	-$20K	–	306
2018 Q3	$20K	Hold	800	–	–	0.01%	148
2018 Q2	$21K	Hold	800	–	–	0.02%	145
2018 Q1	$22K	Hold	800	–	–	0.02%	140
2017 Q4	$22K	Buy	+800	New	+$21.5K	0.02%	139

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Signature Wealth Management Group's XLF Position: Q4 2018 in Review

Signature Wealth Management Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 800 shares — an estimated $20K sold.

Signature Wealth Management Group first reported a position in XLF in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q1 2018. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Signature Wealth Management Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 800 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $20K.
Signature Wealth Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's State Street Financial Select Sector SPDR ETF position peaked at $22K in Q1 2018.
1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.