Braver Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Braver Wealth Management’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	$6.73M	Buy	+178,648	New	+$6.46M	1.09%	19
2016 Q3	–	Sell	-7,512	Closed	-$256K	–	154
2016 Q2	$256K	Sell	7,512 -60,606	-89%	-$2M	0.04%	123
2016 Q1	$2.11M	Buy	68,118 +3,084	+5%	+$89.5K	0.35%	66
2015 Q4	$1.96M	Sell	65,034 -98,148	-60%	-$3.23M	0.4%	58
2015 Q3	$4.99M	Buy	163,182 +24,982	+18%	+$842K	1.24%	20
2015 Q2	$5.19M	Sell	138,200 -4,620	-3%	-$183K	1.26%	19
2015 Q1	$5.54M	Buy	142,820 +134,514	+1,619%	+$5.21M	1.14%	21
2014 Q4	$329K	Sell	8,306 -14,994	-64%	-$623K	0.07%	73
2014 Q3	$1.06M	Sell	23,300 -7,678	-25%	-$372K	0.32%	52
2014 Q2	$1.55M	Sell	30,978 -4,686	-13%	-$222K	0.4%	42
2014 Q1	$1.59M	Buy	+35,664	New	+$1.54M	0.46%	32

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

Braver Wealth Management's XLE Position: Q4 2016 in Review

Braver Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2016: 178,648 shares worth $6.73M. The stake represents 1.09% of the portfolio and ranks #19 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in XLE as recently as Q2 2016.

Braver Wealth Management first reported a position in XLE in Q1 2014 and has held it in 11 quarters since. 757 funds tracked by Wall St. Rank hold XLE as of Q4 2016.

Braver Wealth Management held 178,648 shares of State Street Energy Select Sector SPDR ETF worth $6.73M as of Q4 2016.
State Street Energy Select Sector SPDR ETF was a new Braver Wealth Management position in Q4 2016.
State Street Energy Select Sector SPDR ETF made up 1.09% of Braver Wealth Management's portfolio in Q4 2016, its #19 holding.
Braver Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2014 and has held it in 11 quarters since.
757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.