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

Sumit Capital’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 Q2	–	Sell	-23,911	Closed	-$469K	–	166
2014 Q1	$469K	Buy	23,911 +1,174	+5%	+$22.4K	1.78%	6
2013 Q4	$436K	Buy	+22,737	New	+$418K	0.78%	23

Other funds holding XLF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Sumit Capital's XLF Position: Q2 2014 in Review

Sumit Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2014, closing a stake of 23,911 shares — an estimated $469K sold.

Sumit Capital first reported a position in XLF in Q4 2013 and held it in 2 quarters. The position peaked at $469K in Q1 2014. 515 funds tracked by Wall St. Rank hold XLF as of Q2 2014.

Sumit Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
Sumit Capital sold 23,911 State Street Financial Select Sector SPDR ETF shares in Q2 2014, an estimated $469K.
Sumit Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 2 quarters.
Sumit Capital's State Street Financial Select Sector SPDR ETF position peaked at $469K in Q1 2014.
515 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.