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

BKS 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
2016 Q4	–	Sell	-3,920	Closed	-$138K	–	243
2016 Q3	$138K	Buy	+3,920	New	+$134K	0.06%	195

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

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

Citigroup New York $235B AUM 32.99% 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

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

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

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

BKS Advisors's XLE Position: Q4 2016 in Review

BKS Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2016, closing a stake of 3,920 shares — an estimated $138K sold.

BKS Advisors first reported a position in XLE in Q3 2016 and held it in 1 quarter. The position peaked at $138K in Q3 2016. 757 funds tracked by Wall St. Rank hold XLE as of Q4 2016.

BKS Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
BKS Advisors sold 3,920 State Street Energy Select Sector SPDR ETF shares in Q4 2016, an estimated $138K.
BKS Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
BKS Advisors's State Street Energy Select Sector SPDR ETF position peaked at $138K in Q3 2016.
757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2016.

Based on BKS Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.