Wisconsin Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wisconsin Capital Management’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 Q4	$568K	Sell	26,172 -473	-2%	-$9.91K	0.2%	88
2014 Q3	$542K	Sell	26,645 -2,392	-8%	-$48.3K	0.2%	87
2014 Q2	$580K	Sell	29,037 -2,734	-9%	-$53.3K	0.21%	82
2014 Q1	$623K	Sell	31,771 -5,724	-15%	-$109K	0.24%	78
2013 Q4	$720K	Sell	37,495 -9,540	-20%	-$175K	0.28%	69
2013 Q3	$822K	Sell	47,035 -8,419	-15%	-$149K	0.35%	62
2013 Q2	$947K	Buy	+55,454	New	+$930K	0.4%	57

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

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

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

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

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

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

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Wisconsin Capital Management's XLF Position: Q4 2014 in Review

Wisconsin Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q4 2014, selling an estimated $9.91K and leaving 26,172 shares worth $568K. The position accounts for 0.2% of the portfolio, ranked #88.

Wisconsin Capital Management first reported a position in XLF in Q2 2013 and has held it in 7 quarters since. The position peaked at $947K in Q2 2013. 612 funds tracked by Wall St. Rank hold XLF as of Q4 2014.

Wisconsin Capital Management held 26,172 shares of State Street Financial Select Sector SPDR ETF worth $568K as of Q4 2014.
Wisconsin Capital Management sold 473 State Street Financial Select Sector SPDR ETF shares in Q4 2014, an estimated $9.91K.
State Street Financial Select Sector SPDR ETF made up 0.2% of Wisconsin Capital Management's portfolio in Q4 2014, its #88 holding.
Wisconsin Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
Wisconsin Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $947K in Q2 2013.
612 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.