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Townsend & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Townsend & Associates’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
-200
Closed -$6K – 149
2018
Q3 		$6K Hold
200
– – 0.01% 143
2018
Q2 		$5K Hold
200
– – 0.01% 148
2018
Q1 		$6K Hold
200
– – ﹤0.01% 138
2017
Q4 		$6K Buy
+200
New +$5.38K 0.01% 171

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Townsend & Associates's XLF Position: Q4 2018 in Review

Townsend & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Townsend & Associates first reported a position in XLF in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

  • Townsend & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Townsend & Associates sold 200 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $6K.
  • Townsend & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
  • Townsend & Associates's State Street Financial Select Sector SPDR ETF position peaked at $6K in Q3 2018.
  • 1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Townsend & Associates's 13F filing for Q4 2018, filed 15 Jan 2019.