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Atherton Lane Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$968K Buy
32,080
+10,760
+50% +$354K 0.06% 99
2015
Q3 		$652K Sell
21,320
-500
-2% -$16.9K 0.04% 131
2015
Q2 		$820K Sell
21,820
-130
-0.6% -$5.16K 0.05% 124
2015
Q1 		$851K Buy
21,950
+10
+0% +$387 0.05% 135
2014
Q4 		$868K Buy
21,940
+370
+2% +$15.4K 0.05% 137
2014
Q3 		$977K Buy
21,570
+2,680
+14% +$130K 0.06% 116
2014
Q2 		$945K Buy
+18,890
New +$894K 0.05% 112

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return