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Champlain Investment Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Champlain Investment 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
2016
Q2 		– Sell
-800,000
Closed -$573K – 142
2016
Q1 		$573K Buy
+800,000
New +$23.2M 0.01% 132

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Champlain Investment Partners's XLE Position: Q2 2016 in Review

Champlain Investment Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2016, closing a stake of 800,000 shares — an estimated $573K sold.

Champlain Investment Partners first reported a position in XLE in Q1 2016 and held it in 1 quarter. The position peaked at $573K in Q1 2016. 648 funds tracked by Wall St. Rank hold XLE as of Q2 2016.

  • Champlain Investment Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • Champlain Investment Partners sold 800,000 State Street Energy Select Sector SPDR ETF shares in Q2 2016, an estimated $573K.
  • Champlain Investment Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 1 quarter.
  • Champlain Investment Partners's State Street Energy Select Sector SPDR ETF position peaked at $573K in Q1 2016.
  • 648 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2016.

Based on Champlain Investment Partners's 13F filing for Q2 2016, filed 12 Aug 2016.