BSA
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Braun Stacey Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Braun Stacey Associates’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
Q3 		– Sell
-9,060
Closed -$340K – 274
2015
Q2 		$340K Buy
9,060
+3,690
+69% +$146K 0.01% 257
2015
Q1 		$208K Buy
5,370
+80
+2% +$3.1K 0.01% 150
2014
Q4 		$209K Sell
5,290
-130
-2% -$5.4K 0.01% 154
2014
Q3 		$246K Buy
5,420
+20
+0.4% +$969 0.02% 150
2014
Q2 		$270K Sell
5,400
-690
-11% -$32.7K 0.02% 144
2014
Q1 		$271K Sell
6,090
-334
-5% -$14.4K 0.02% 132
2013
Q4 		$284K Buy
6,424
+230
+4% +$9.9K 0.02% 127
2013
Q3 		$257K Buy
6,194
+40
+0.6% +$1.65K 0.02% 129
2013
Q2 		$241K Buy
+6,154
New +$244K 0.02% 142

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return