Woodbine Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Woodbine Capital Advisors’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 Q1	$5.73M	Sell	292,191 -522,298	-64%	-$9.97M	5.75%	4
2013 Q4	$15.6M	Buy	+814,489	New	+$15M	18.77%	2
2013 Q3	–	Sell	-569,573	Closed	-$10.1M	–	26
2013 Q2	$9.72M	Buy	+569,573	New	+$9.55M	26.13%	1

Other funds holding XLF

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Woodbine Capital Advisors's XLF Position: Q1 2014 in Review

Woodbine Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 64% in Q1 2014, selling an estimated $9.97M and leaving 292,191 shares worth $5.73M. The position accounts for 5.75% of the portfolio, ranked #4.

Woodbine Capital Advisors first reported a position in XLF in Q2 2013 and has held it in 3 quarters since. The position peaked at $15.6M in Q4 2013. 540 funds tracked by Wall St. Rank hold XLF as of Q1 2014.

Woodbine Capital Advisors held 292,191 shares of State Street Financial Select Sector SPDR ETF worth $5.73M as of Q1 2014.
Woodbine Capital Advisors sold 522,298 State Street Financial Select Sector SPDR ETF shares in Q1 2014, an estimated $9.97M.
State Street Financial Select Sector SPDR ETF made up 5.75% of Woodbine Capital Advisors's portfolio in Q1 2014, its #4 holding.
Woodbine Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 3 quarters since.
Woodbine Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $15.6M in Q4 2013.
540 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2014.

Based on Woodbine Capital Advisors's 13F filing for Q1 2014, filed 15 May 2014.