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Ullmann Wealth Partners Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-3,776
Closed -$93K – 143
2017
Q2 		$93K Hold
3,776
– – 0.07% 74
2017
Q1 		$89K Buy
+3,776
New +$90.4K 0.07% 69

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Ullmann Wealth Partners Group's XLF Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2017, closing a stake of 3,776 shares — an estimated $93K sold.

Ullmann Wealth Partners Group first reported a position in XLF in Q1 2017 and held it in 2 quarters. The position peaked at $93K in Q2 2017. 815 funds tracked by Wall St. Rank hold XLF as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 3,776 State Street Financial Select Sector SPDR ETF shares in Q3 2017, an estimated $93K.
  • Ullmann Wealth Partners Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's State Street Financial Select Sector SPDR ETF position peaked at $93K in Q2 2017.
  • 815 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.