Accurate Investment Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Accurate Investment Solutions’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
2019 Q3	–	Sell	-418	Closed	-$13K	–	420
2019 Q2	$13K	Hold	418	–	–	0.01%	216
2019 Q1	$14K	Sell	418 -22	-5%	-$707	0.01%	189
2018 Q4	$13K	Buy	440 +400	+1,000%	+$13.4K	0.01%	183
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	364
2018 Q2	$1K	Hold	40	–	–	﹤0.01%	492
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	471
2017 Q4	$1K	Buy	40 +2	+5%	+$69	﹤0.01%	472
2017 Q3	$1K	Hold	38	–	–	﹤0.01%	481
2017 Q2	$1K	Hold	38	–	–	﹤0.01%	341
2017 Q1	$1K	Hold	38	–	–	﹤0.01%	299
2016 Q4	$1K	Hold	38	–	–	﹤0.01%	300
2016 Q3	$1K	Hold	38	–	–	﹤0.01%	293
2016 Q2	$1K	Sell	38 -218	-85%	-$7.19K	﹤0.01%	291
2016 Q1	$8K	Buy	256 +2	+0.8%	+$58	0.01%	280
2015 Q4	$8K	Buy	+254	New	+$8.36K	0.01%	214

Other funds holding XLE

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Accurate Investment Solutions's XLE Position: Q3 2019 in Review

Accurate Investment Solutions sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2019, closing a stake of 418 shares — an estimated $13K sold.

Accurate Investment Solutions first reported a position in XLE in Q4 2015 and held it in 15 quarters. The position peaked at $14K in Q1 2019. 763 funds tracked by Wall St. Rank hold XLE as of Q3 2019.

Accurate Investment Solutions reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Accurate Investment Solutions sold 418 State Street Energy Select Sector SPDR ETF shares in Q3 2019, an estimated $13K.
Accurate Investment Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 15 quarters.
Accurate Investment Solutions's State Street Energy Select Sector SPDR ETF position peaked at $14K in Q1 2019.
763 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2019.

Based on Accurate Investment Solutions's 13F filing for Q3 2019, filed 10 Oct 2019.