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

WealthStone’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
2019 Q3	–	Sell	-1,500	Closed	-$41.4K	–	613
2019 Q2	$41.4K	Hold	1,500	–	–	0.02%	192
2019 Q1	$39K	Buy	+1,500	New	+$38.7K	1.4%	13

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

WealthStone's XLF Position: Q3 2019 in Review

WealthStone sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 1,500 shares — an estimated $41.4K sold.

WealthStone first reported a position in XLF in Q1 2019 and held it in 2 quarters. The position peaked at $41.4K in Q2 2019. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

WealthStone reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
WealthStone sold 1,500 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $41.4K.
WealthStone first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and held it in 2 quarters.
WealthStone's State Street Financial Select Sector SPDR ETF position peaked at $41.4K in Q2 2019.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.