Cardan Capital Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cardan Capital Partners’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 Q2	–	Sell	-75,256	Closed	-$2.63M	–	133
2017 Q1	$2.63M	Buy	+75,256	New	+$2.72M	0.55%	56

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cardan Capital Partners's XLE Position: Q2 2017 in Review

Cardan Capital Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2017, closing a stake of 75,256 shares — an estimated $2.63M sold.

Cardan Capital Partners first reported a position in XLE in Q1 2017 and held it in 1 quarter. The position peaked at $2.63M in Q1 2017. 716 funds tracked by Wall St. Rank hold XLE as of Q2 2017.

Cardan Capital Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Cardan Capital Partners sold 75,256 State Street Energy Select Sector SPDR ETF shares in Q2 2017, an estimated $2.63M.
Cardan Capital Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and held it in 1 quarter.
Cardan Capital Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.63M in Q1 2017.
716 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2017.

Based on Cardan Capital Partners's 13F filing for Q2 2017, filed 14 Jul 2017.