Armbruster Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Armbruster Capital 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
2018 Q2	–	Sell	-42	Closed	-$1K	–	202
2018 Q1	$1K	Hold	42	–	–	﹤0.01%	223
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	261
2017 Q3	$1K	Hold	42	–	–	﹤0.01%	255
2017 Q2	$1K	Hold	42	–	–	﹤0.01%	270
2017 Q1	$1K	Hold	42	–	–	﹤0.01%	268
2016 Q4	$2K	Hold	42	–	–	﹤0.01%	290
2016 Q3	$1K	Hold	42	–	–	﹤0.01%	273
2016 Q2	$1K	Hold	42	–	–	﹤0.01%	282
2016 Q1	$1K	Hold	42	–	–	﹤0.01%	295
2015 Q4	$1K	Buy	+42	New	+$1.38K	﹤0.01%	298

Other funds holding XLE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SGI

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Armbruster Capital Management's XLE Position: Q2 2018 in Review

Armbruster Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2018, closing a stake of 42 shares — an estimated $1K sold.

Armbruster Capital Management first reported a position in XLE in Q4 2015 and held it in 10 quarters. The position peaked at $2K in Q4 2017. 876 funds tracked by Wall St. Rank hold XLE as of Q2 2018.

Armbruster Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Armbruster Capital Management sold 42 State Street Energy Select Sector SPDR ETF shares in Q2 2018, an estimated $1K.
Armbruster Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 10 quarters.
Armbruster Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $2K in Q4 2017.
876 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.