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

Catamount 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
2019 Q1	$15K	Hold	460	–	–	0.01%	129
2018 Q4	$15K	Buy	460 +130	+39%	+$4.35K	0.01%	122
2018 Q3	$12K	Sell	330 -1,110	-77%	-$41.6K	0.01%	139
2018 Q2	$54K	Buy	1,440 +1,170	+433%	+$43.5K	0.03%	75
2018 Q1	$9K	Sell	270 -1,396	-84%	-$49.4K	﹤0.01%	139
2017 Q4	$60K	Sell	1,666 -134	-7%	-$4.61K	0.03%	71
2017 Q3	$62K	Sell	1,800 -70,824	-98%	-$2.3M	0.04%	71
2017 Q2	$2.36M	Sell	72,624 -1,468	-2%	-$49.3K	1.43%	21
2017 Q1	$2.59M	Buy	74,092 +4,802	+7%	+$174K	1.77%	18
2016 Q4	$2.61M	Buy	69,290 +24,290	+54%	+$878K	2.12%	14
2016 Q3	$1.6M	Buy	45,000 +44,400	+7,400%	+$1.52M	1.37%	17
2016 Q2	$20K	Buy	+600	New	+$19.8K	0.02%	75

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Catamount Wealth Management's XLE Position: Q1 2019 in Review

Catamount Wealth Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2019 at 460 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #129.

Catamount Wealth Management first reported a position in XLE in Q2 2016 and has held it in 12 quarters since. The position peaked at $2.61M in Q4 2016. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

Catamount Wealth Management held 460 shares of State Street Energy Select Sector SPDR ETF worth $15K as of Q1 2019.
Catamount Wealth Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2019.
State Street Energy Select Sector SPDR ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #129 holding.
Catamount Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 12 quarters since.
Catamount Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $2.61M in Q4 2016.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.