Winifred I. Li’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Winifred I. Li’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
2014 Q2	–	Sell	-1,579	Closed	-$31K	–	400
2014 Q1	$31K	Hold	1,579	–	–	0.03%	327
2013 Q4	$30K	Hold	1,579	–	–	0.03%	316
2013 Q3	$28K	Sell	1,579 -1,579	-50%	-$28K	0.03%	321
2013 Q2	$54K	Buy	+3,158	New	+$53K	0.05%	263

Other funds holding XLF

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Winifred I. Li's XLF Position: Q2 2014 in Review

Winifred I. Li sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2014, closing a stake of 1,579 shares — an estimated $31K sold.

Winifred I. Li first reported a position in XLF in Q2 2013 and held it in 4 quarters. The position peaked at $54K in Q2 2013. 515 funds tracked by Wall St. Rank hold XLF as of Q2 2014.

Winifred I. Li reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
Winifred I. Li sold 1,579 State Street Financial Select Sector SPDR ETF shares in Q2 2014, an estimated $31K.
Winifred I. Li first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Winifred I. Li's State Street Financial Select Sector SPDR ETF position peaked at $54K in Q2 2013.
515 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.