Triangle Peak Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Triangle Peak Partners’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
2015 Q3	–	Sell	-69,644	Closed	-$1.49M	–	34
2015 Q2	$1.49M	Sell	69,644 -22,669	-25%	-$489K	2.33%	11
2015 Q1	$1.95M	Sell	92,313 -11,631	-11%	-$246K	2.97%	9
2014 Q4	$2.26M	Buy	103,944 +1,502	+1%	+$31.5K	3.2%	9
2014 Q3	$2.08M	Sell	102,442 -7,077	-6%	-$143K	2.12%	9
2014 Q2	$2.19M	Sell	109,519 -17,324	-14%	-$337K	1.96%	11
2014 Q1	$2.49M	Buy	126,843 +38,705	+44%	+$739K	2.25%	12
2013 Q4	$1.69M	Buy	+88,138	New	+$1.62M	1.61%	14

Other funds holding XLF

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Triangle Peak Partners's XLF Position: Q3 2015 in Review

Triangle Peak Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2015, closing a stake of 69,644 shares — an estimated $1.49M sold.

Triangle Peak Partners first reported a position in XLF in Q4 2013 and held it in 7 quarters. The position peaked at $2.49M in Q1 2014. 600 funds tracked by Wall St. Rank hold XLF as of Q3 2015.

Triangle Peak Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Triangle Peak Partners sold 69,644 State Street Financial Select Sector SPDR ETF shares in Q3 2015, an estimated $1.49M.
Triangle Peak Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 7 quarters.
Triangle Peak Partners's State Street Financial Select Sector SPDR ETF position peaked at $2.49M in Q1 2014.
600 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.