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

CMH 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	–	Sell	-17,760	Closed	-$509K	–	63
2018 Q4	$509K	Buy	+17,760	New	+$594K	0.31%	54

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

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

CMH Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 17,760 shares — an estimated $509K sold.

CMH Wealth Management first reported a position in XLE in Q4 2018 and held it in 1 quarter. The position peaked at $509K in Q4 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

CMH Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
CMH Wealth Management sold 17,760 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $509K.
CMH Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
CMH Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $509K in Q4 2018.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on CMH Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.