Wafra Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wafra Inc’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
2016 Q2	–	Sell	-68,552	Closed	-$1.35M	–	97
2016 Q1	$1.35M	Hold	68,552	–	–	0.15%	74
2015 Q4	$1.43M	Buy	+68,552	New	+$1.44M	0.17%	61
2015 Q1	–	Sell	-34,174	Closed	-$742K	–	77
2014 Q4	$742K	Buy	+34,174	New	+$716K	0.08%	65

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wafra Inc's XLF Position: Q2 2016 in Review

Wafra Inc sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2016, closing a stake of 68,552 shares — an estimated $1.35M sold.

Wafra Inc first reported a position in XLF in Q4 2014 and held it in 3 quarters. The position peaked at $1.43M in Q4 2015. 573 funds tracked by Wall St. Rank hold XLF as of Q2 2016.

Wafra Inc reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
Wafra Inc sold 68,552 State Street Financial Select Sector SPDR ETF shares in Q2 2016, an estimated $1.35M.
Wafra Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Wafra Inc's State Street Financial Select Sector SPDR ETF position peaked at $1.43M in Q4 2015.
573 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2016.

Based on Wafra Inc's 13F filing for Q2 2016, filed 10 Aug 2016.