Benchmark Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Benchmark Capital Advisors’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	$271K	Sell	9,436 -1,200	-11%	-$40.2K	0.27%	83
2018 Q3	$403K	Sell	10,636 -1,800	-14%	-$67.5K	0.3%	74
2018 Q2	$472K	Buy	12,436 +800	+7%	+$29.7K	0.36%	73
2018 Q1	$392K	Sell	11,636 -200	-2%	-$7.08K	0.31%	82
2017 Q4	$428K	Hold	11,836	–	–	0.33%	82
2017 Q3	$405K	Hold	11,836	–	–	0.31%	80
2017 Q2	$384K	Buy	11,836 +900	+8%	+$30.2K	0.3%	81
2017 Q1	$382K	Sell	10,936 -10,200	-48%	-$369K	0.3%	77
2016 Q4	$796K	Buy	21,136 +12,960	+159%	+$469K	0.66%	43
2016 Q3	$289K	Hold	8,176	–	–	0.22%	93
2016 Q2	$279K	Hold	8,176	–	–	0.23%	93
2016 Q1	$253K	Buy	8,176 +200	+3%	+$5.8K	0.22%	92
2015 Q4	$241K	Sell	7,976 -800	-9%	-$26.3K	0.2%	94
2015 Q3	$269K	Sell	8,776 -2,790	-24%	-$94K	0.22%	88
2015 Q2	$435K	Sell	11,566 -2,600	-18%	-$103K	0.31%	75
2015 Q1	$549K	Buy	14,166 +4,190	+42%	+$162K	0.36%	72
2014 Q4	$395K	Buy	9,976 +3,850	+63%	+$160K	0.27%	84
2014 Q3	$278K	Sell	6,126 -1,000	-14%	-$48.4K	0.19%	102
2014 Q2	$357K	Buy	7,126 +526	+8%	+$24.9K	0.22%	93
2014 Q1	$294K	Buy	+6,600	New	+$285K	0.2%	102

Other funds holding XLE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Benchmark Capital Advisors's XLE Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q4 2018, selling an estimated $40.2K and leaving 9,436 shares worth $271K. The position accounts for 0.27% of the portfolio, ranked #83.

Benchmark Capital Advisors first reported a position in XLE in Q1 2014 and has held it in 20 quarters since. The position peaked at $796K in Q4 2016. 899 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Benchmark Capital Advisors held 9,436 shares of State Street Energy Select Sector SPDR ETF worth $271K as of Q4 2018.
Benchmark Capital Advisors sold 1,200 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $40.2K.
State Street Energy Select Sector SPDR ETF made up 0.27% of Benchmark Capital Advisors's portfolio in Q4 2018, its #83 holding.
Benchmark Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 20 quarters since.
Benchmark Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $796K in Q4 2016.
899 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.