BB&T Investment Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

BB&T Investment Services’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	$675K	Buy	18,732 +14,498	+342%	+$499K	0.11%	168
2017 Q3	$146K	Buy	4,234 +2,158	+104%	+$70.2K	0.03%	302
2017 Q2	$67K	Buy	2,076 +1,782	+606%	+$59.9K	0.02%	408
2017 Q1	$10K	Buy	294 +244	+488%	+$8.82K	﹤0.01%	723
2016 Q4	$2K	Buy	+50	New	+$1.81K	﹤0.01%	713

Other funds holding XLE

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

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

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

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 New York $235B AUM 32.99% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

BB&T Investment Services's XLE Position: Q4 2017 in Review

BB&T Investment Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 342% in Q4 2017, buying an estimated $499K and bringing the position to 18,732 shares worth $675K. The position accounts for 0.11% of the portfolio, ranked #168.

BB&T Investment Services first reported a position in XLE in Q4 2016 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold XLE as of Q4 2017.

BB&T Investment Services held 18,732 shares of State Street Energy Select Sector SPDR ETF worth $675K as of Q4 2017.
BB&T Investment Services bought 14,498 State Street Energy Select Sector SPDR ETF shares in Q4 2017, an estimated $499K.
State Street Energy Select Sector SPDR ETF made up 0.11% of BB&T Investment Services's portfolio in Q4 2017, its #168 holding.
BB&T Investment Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 5 quarters since.
852 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.