Bach Option’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bach Option’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
2019 Q4	$1.2M	Buy	+40,000	New	+$1.19M	0.51%	30
2017 Q3	–	Sell	-20,000	Closed	-$649K	–	112
2017 Q2	$649K	Buy	+20,000	New	+$672K	0.61%	41

Other funds holding XLE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SGI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bach Option's XLE Position: Q1 2018 in Review

Bach Option sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2018, closing a stake of 10,014 shares — an estimated $361K sold.

Bach Option first reported a position in XLE in Q4 2017 and held it in 1 quarter. The position peaked at $361K in Q4 2017. 828 funds tracked by Wall St. Rank hold XLE as of Q1 2018.

Bach Option reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Bach Option sold 10,014 State Street Energy Select Sector SPDR ETF shares in Q1 2018, an estimated $361K.
Bach Option first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
Bach Option's State Street Energy Select Sector SPDR ETF position peaked at $361K in Q4 2017.
828 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2018.

Based on Bach Option's 13F filing for Q1 2018, filed 11 Apr 2018.