1919 Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

1919 Investment Counsel’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$28K	Hold	600	–	–	﹤0.01%	768
2014 Q2	$31K	Hold	600	–	–	﹤0.01%	762
2014 Q1	$27K	Hold	600	–	–	﹤0.01%	764
2013 Q4	$27K	Hold	600	–	–	﹤0.01%	761
2013 Q3	$25K	Sell	600 -2	-0.3%	-$82	﹤0.01%	771
2013 Q2	$24K	Buy	+602	New	+$23.9K	﹤0.01%	760

Other funds holding XLE

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

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

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

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

1919 Investment Counsel's XLE Position: Q3 2014 in Review

1919 Investment Counsel held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2014 at 600 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

1919 Investment Counsel first reported a position in XLE in Q2 2013 and has held it in 6 quarters since. The position peaked at $31K in Q2 2014. 452 funds tracked by Wall St. Rank hold XLE as of Q3 2014.

1919 Investment Counsel held 600 shares of State Street Energy Select Sector SPDR ETF worth $28K as of Q3 2014.
1919 Investment Counsel left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2014.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #768 holding.
1919 Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $31K in Q2 2014.
452 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.