Alpine Woods Capital Investors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-20,000
Closed -$592K 283
2019
Q3
$592K Hold
20,000
0.11% 150
2019
Q2
$637K Buy
20,000
+1,000
+5% +$32K 0.13% 157
2019
Q1
$628K Hold
19,000
0.14% 160
2018
Q4
$545K Buy
+19,000
New +$636K 0.13% 163

Other funds holding XLE

Alpine Woods Capital Investors's XLE Position: Q4 2019 in Review

Alpine Woods Capital Investors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2019, closing a stake of 20,000 shares — an estimated $592K sold.

Alpine Woods Capital Investors first reported a position in XLE in Q4 2018 and held it in 4 quarters. The position peaked at $637K in Q2 2019. 891 funds tracked by Wall St. Rank hold XLE as of Q4 2019.

  • Alpine Woods Capital Investors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 20,000 State Street Energy Select Sector SPDR ETF shares in Q4 2019, an estimated $592K.
  • Alpine Woods Capital Investors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
  • Alpine Woods Capital Investors's State Street Energy Select Sector SPDR ETF position peaked at $637K in Q2 2019.
  • 891 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2019.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2019, filed 7 Feb 2020.