Welch Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Welch Capital 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
2018 Q4	–	Sell	-235,670	Closed	-$6.5M	–	38
2018 Q3	$6.5M	Hold	235,670	–	–	2.13%	14
2018 Q2	$6.27M	Hold	235,670	–	–	2.15%	13
2018 Q1	$6.5M	Buy	235,670 +118,760	+102%	+$3.42M	2.23%	12
2017 Q4	$3.26M	Hold	116,910	–	–	1.16%	29
2017 Q3	$3.02M	Buy	+116,910	New	+$2.92M	1.02%	37
2013 Q3	–	Sell	-228	Closed	-$4K	–	56
2013 Q2	$4K	Buy	+228	New	+$3.82K	﹤0.01%	58

Other funds holding XLF

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

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

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

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

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

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

Welch Capital Partners's XLF Position: Q4 2018 in Review

Welch Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 235,670 shares — an estimated $6.5M sold.

Welch Capital Partners first reported a position in XLF in Q2 2013 and held it in 6 quarters. The position peaked at $6.5M in Q3 2018. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Welch Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Welch Capital Partners sold 235,670 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $6.5M.
Welch Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 6 quarters.
Welch Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $6.5M 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 Welch Capital Partners's 13F filing for Q4 2018, filed 5 Feb 2019.