Blue Edge Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Blue Edge Capital’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 Q1	–	Sell	-50,242	Closed	-$1.82M	–	82
2016 Q4	$1.82M	Sell	50,242 -1,548	-3%	-$56K	1.02%	32
2016 Q3	$1.83M	Sell	51,790 -51,724	-50%	-$1.77M	1%	26
2016 Q2	$3.53M	Buy	103,514 +4,012	+4%	+$132K	1.96%	13
2016 Q1	$3.08M	Buy	+99,502	New	+$2.89M	1.83%	14

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 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

Blue Edge Capital's XLE Position: Q1 2017 in Review

Blue Edge Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 50,242 shares — an estimated $1.82M sold.

Blue Edge Capital first reported a position in XLE in Q1 2016 and held it in 4 quarters. The position peaked at $3.53M in Q2 2016. 743 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

Blue Edge Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Blue Edge Capital sold 50,242 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $1.82M.
Blue Edge Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 4 quarters.
Blue Edge Capital's State Street Energy Select Sector SPDR ETF position peaked at $3.53M in Q2 2016.
743 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Blue Edge Capital's 13F filing for Q1 2017, filed 16 May 2017.