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Bessemer Securities’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bessemer Securities’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
2015
Q4 		– Sell
-125,450
Closed -$3.84M – 68
2015
Q3 		$3.84M Buy
+125,450
New +$4.23M 1.48% 12

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Bessemer Securities's XLE Position: Q4 2015 in Review

Bessemer Securities sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2015, closing a stake of 125,450 shares — an estimated $3.84M sold.

Bessemer Securities first reported a position in XLE in Q3 2015 and held it in 1 quarter. The position peaked at $3.84M in Q3 2015. 628 funds tracked by Wall St. Rank hold XLE as of Q4 2015.

  • Bessemer Securities reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
  • Bessemer Securities sold 125,450 State Street Energy Select Sector SPDR ETF shares in Q4 2015, an estimated $3.84M.
  • Bessemer Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and held it in 1 quarter.
  • Bessemer Securities's State Street Energy Select Sector SPDR ETF position peaked at $3.84M in Q3 2015.
  • 628 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2015.

Based on Bessemer Securities's 13F filing for Q4 2015, filed 12 Feb 2016.