Banyan Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Banyan Partners’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
2014 Q1	–	Sell	-8,854	Closed	-$392K	–	434
2013 Q4	$392K	Sell	8,854 -2,526	-22%	-$109K	0.03%	337
2013 Q3	$472K	Buy	+11,380	New	+$469K	0.04%	225

Other funds holding XLE

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Banyan Partners's XLE Position: Q1 2014 in Review

Banyan Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2014, closing a stake of 8,854 shares — an estimated $392K sold.

Banyan Partners first reported a position in XLE in Q3 2013 and held it in 2 quarters. The position peaked at $472K in Q3 2013. 442 funds tracked by Wall St. Rank hold XLE as of Q1 2014.

Banyan Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
Banyan Partners sold 8,854 State Street Energy Select Sector SPDR ETF shares in Q1 2014, an estimated $392K.
Banyan Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2013 and held it in 2 quarters.
Banyan Partners's State Street Energy Select Sector SPDR ETF position peaked at $472K in Q3 2013.
442 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.