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

Coho 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
2020 Q1	–	Sell	-82,726	Closed	-$2.48M	–	69
2019 Q4	$2.48M	Buy	+82,726	New	+$2.45M	0.05%	40
2016 Q1	–	Sell	-108,554	Closed	-$3.27M	–	58
2015 Q4	$3.27M	Buy	108,554 +31,588	+41%	+$1.04M	0.14%	34
2015 Q3	$2.35M	Buy	+76,966	New	+$2.59M	0.11%	35

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Coho Partners's XLE Position: Q1 2020 in Review

Coho Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 82,726 shares — an estimated $2.48M sold.

Coho Partners first reported a position in XLE in Q3 2015 and held it in 3 quarters. The position peaked at $3.27M in Q4 2015. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Coho Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Coho Partners sold 82,726 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $2.48M.
Coho Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and held it in 3 quarters.
Coho Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.27M in Q4 2015.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Coho Partners's 13F filing for Q1 2020, filed 27 Apr 2020.