Cetera Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cetera Investment 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
2017 Q1	–	Sell	-17,072	Closed	-$643K	–	110
2016 Q4	$643K	Buy	17,072 +5,652	+49%	+$204K	0.48%	77
2016 Q3	$403K	Sell	11,420 -4,432	-28%	-$152K	0.26%	90
2016 Q2	$541K	Buy	+15,852	New	+$523K	0.32%	89

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Management's XLE Position: Q1 2017 in Review

Cetera Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 17,072 shares — an estimated $643K sold.

Cetera Investment Management first reported a position in XLE in Q2 2016 and held it in 3 quarters. The position peaked at $643K in Q4 2016. 744 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

Cetera Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Cetera Investment Management sold 17,072 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $643K.
Cetera Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and held it in 3 quarters.
Cetera Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $643K in Q4 2016.
744 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Cetera Investment Management's 13F filing for Q1 2017, filed 15 May 2017.