CI Investments Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

CI Investments Inc’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
2023 Q3	–	Sell	-4,000	Closed	-$162K	–	1346
2023 Q2	$162K	Hold	4,000	–	–	﹤0.01%	679
2023 Q1	$166K	Buy	+4,000	New	+$171K	﹤0.01%	625
2022 Q1	–	Sell	-1,000	Closed	-$28K	–	1456
2021 Q4	$28K	Sell	1,000 -2,600	-72%	-$73.5K	﹤0.01%	1067
2021 Q3	$94K	Buy	+3,600	New	+$89.2K	﹤0.01%	874

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CI Investments Inc's XLE Position: Q3 2023 in Review

CI Investments Inc sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 4,000 shares — an estimated $162K sold.

CI Investments Inc first reported a position in XLE in Q3 2021 and held it in 4 quarters. The position peaked at $166K in Q1 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

CI Investments Inc reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
CI Investments Inc sold 4,000 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $162K.
CI Investments Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
CI Investments Inc's State Street Energy Select Sector SPDR ETF position peaked at $166K in Q1 2023.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on CI Investments Inc's 13F filing for Q3 2023, filed 13 Nov 2023.