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Asset Planning Services (Pennsylvania)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-812
Closed -$28K – 309
2017
Q3 		$28K Buy
812
+410
+102% +$13.3K 0.02% 179
2017
Q2 		$13K Buy
+402
New +$13.5K 0.01% 210

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s XLE Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2017, closing a stake of 812 shares — an estimated $28K sold.

Asset Planning Services (Pennsylvania) first reported a position in XLE in Q2 2017 and held it in 2 quarters. The position peaked at $28K in Q3 2017. 851 funds tracked by Wall St. Rank hold XLE as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 812 State Street Energy Select Sector SPDR ETF shares in Q4 2017, an estimated $28K.
  • Asset Planning Services (Pennsylvania) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s State Street Energy Select Sector SPDR ETF position peaked at $28K in Q3 2017.
  • 851 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.