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Aris Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Aris Wealth Services’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 		– Sell
-4,798
Closed -$240K – 105
2014
Q2 		$240K Buy
+4,798
New +$227K 0.31% 89

Other funds holding XLE

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aris Wealth Services's XLE Position: Q3 2014 in Review

Aris Wealth Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2014, closing a stake of 4,798 shares — an estimated $240K sold.

Aris Wealth Services first reported a position in XLE in Q2 2014 and held it in 1 quarter. The position peaked at $240K in Q2 2014. 452 funds tracked by Wall St. Rank hold XLE as of Q3 2014.

  • Aris Wealth Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • Aris Wealth Services sold 4,798 State Street Energy Select Sector SPDR ETF shares in Q3 2014, an estimated $240K.
  • Aris Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 1 quarter.
  • Aris Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $240K in Q2 2014.
  • 452 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2014.

Based on Aris Wealth Services's 13F filing for Q3 2014, filed 8 Oct 2014.