Tower Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tower Trust’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 Q1	$3.28M	Buy	167,428 +3,734	+2%	+$71.3K	2.07%	11
2013 Q4	$3.14M	Buy	163,694 +11,010	+7%	+$203K	1.9%	12
2013 Q3	$2.67M	Buy	152,684 +16,465	+12%	+$292K	1.8%	12
2013 Q2	$2.32M	Buy	+136,219	New	+$2.28M	1.67%	16

Other funds holding XLF

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Tower Trust's XLF Position: Q1 2014 in Review

Tower Trust increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q1 2014, buying an estimated $71.3K and bringing the position to 167,428 shares worth $3.28M. The position accounts for 2.07% of the portfolio, ranked #11.

Tower Trust first reported a position in XLF in Q2 2013 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold XLF as of Q1 2014.

Tower Trust held 167,428 shares of State Street Financial Select Sector SPDR ETF worth $3.28M as of Q1 2014.
Tower Trust bought 3,734 State Street Financial Select Sector SPDR ETF shares in Q1 2014, an estimated $71.3K.
State Street Financial Select Sector SPDR ETF made up 2.07% of Tower Trust's portfolio in Q1 2014, its #11 holding.
Tower Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 4 quarters since.
540 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.