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Capital Directions Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Capital Directions Investment 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
2017
Q3 		– Sell
-202
Closed -$7K – 119
2017
Q2 		$7K Buy
+202
New +$6.79K ﹤0.01% 91

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Capital Directions Investment Advisors's XLE Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2017, closing a stake of 202 shares — an estimated $7K sold.

Capital Directions Investment Advisors first reported a position in XLE in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 724 funds tracked by Wall St. Rank hold XLE as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 202 State Street Energy Select Sector SPDR ETF shares in Q3 2017, an estimated $7K.
  • Capital Directions Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7K in Q2 2017.
  • 724 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.