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B. Riley Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

B. Riley Financial’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
Q4 		– Sell
-8,756
Closed -$332K – 203
2018
Q3 		$332K Buy
+8,756
New +$328K 0.09% 142

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

B. Riley Financial's XLE Position: Q4 2018 in Review

B. Riley Financial sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 8,756 shares — an estimated $332K sold.

B. Riley Financial first reported a position in XLE in Q3 2018 and held it in 1 quarter. The position peaked at $332K in Q3 2018. 898 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

  • B. Riley Financial reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 8,756 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $332K.
  • B. Riley Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
  • B. Riley Financial's State Street Energy Select Sector SPDR ETF position peaked at $332K in Q3 2018.
  • 898 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.