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TCG Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

TCG Advisors’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
-903
Closed -$25K – 429
2019
Q2 		$25K Hold
903
– – 0.02% 197
2019
Q1 		$23K Buy
+903
New +$23.3K 0.02% 212

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

TCG Advisors's XLF Position: Q3 2019 in Review

TCG Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 903 shares — an estimated $25K sold.

TCG Advisors first reported a position in XLF in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

  • TCG Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 903 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $25K.
  • TCG Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's State Street Financial Select Sector SPDR ETF position peaked at $25K in Q2 2019.
  • 987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.