Aevitas Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-600	Closed	-$19K	–	359
2019 Q1	$19K	Sell	600 -230	-28%	-$7.39K	0.02%	262
2018 Q4	$24K	Buy	830 +4	+0.5%	+$134	0.02%	239
2018 Q3	$31K	Hold	826	–	–	0.03%	245
2018 Q2	$31K	Buy	826 +2	+0.2%	+$74	0.03%	240
2018 Q1	$28K	Buy	824 +2	+0.2%	+$71	0.03%	229
2017 Q4	$30K	Buy	+822	New	+$28.3K	0.03%	226

Other funds holding XLE

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Aevitas Wealth Management's XLE Position: Q2 2019 in Review

Aevitas Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 600 shares — an estimated $19K sold.

Aevitas Wealth Management first reported a position in XLE in Q4 2017 and held it in 6 quarters. The position peaked at $31K in Q3 2018. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

Aevitas Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 600 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $19K.
Aevitas Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $31K in Q3 2018.
808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.