Advisor Consultant Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Advisor Consultant Network’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
2016 Q3	$395K	Buy	+11,190	New	+$383K	0.06%	157

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Advisor Consultant Network's XLE Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2016: 11,190 shares worth $395K. The stake represents 0.06% of the portfolio and ranks #157 among its holdings.

672 funds tracked by Wall St. Rank hold XLE as of Q3 2016.

Advisor Consultant Network held 11,190 shares of State Street Energy Select Sector SPDR ETF worth $395K as of Q3 2016.
State Street Energy Select Sector SPDR ETF was a new Advisor Consultant Network position in Q3 2016.
State Street Energy Select Sector SPDR ETF made up 0.06% of Advisor Consultant Network's portfolio in Q3 2016, its #157 holding.
672 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.