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CFC
Coyle Financial Counsel’s
State Street Energy Select Sector SPDR ETF
XLE
Stock Holding History
Coyle Financial Counsel’s Portfolio
XLE Stock Details
XLE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-6,122
Closed
-$84K
–
328
2018
Q1
$84K
Buy
+6,122
New
+$217K
0.09%
49
2017
Q2
$252K
Buy
7,770
+534
+7%
+$17.9K
0.34%
39
2017
Q1
$253K
Sell
7,236
-438
-6%
-$15.8K
0.33%
37
2016
Q4
$289K
Sell
7,674
-1,272
-14%
-$46K
0.62%
18
2016
Q3
$313K
Sell
8,946
-626
-7%
-$21.4K
0.45%
30
2016
Q2
$327K
Sell
9,572
-184
-2%
-$6.07K
0.47%
32
2016
Q1
$302K
Buy
9,756
+510
+6%
+$14.8K
0.48%
30
2015
Q4
$279K
Buy
9,246
+264
+3%
+$8.69K
0.27%
41
2015
Q3
$275K
Buy
8,982
+3,014
+51%
+$102K
0.26%
37
2015
Q2
$224K
Sell
5,968
-130
-2%
-$5.16K
0.25%
39
2015
Q1
$237K
Sell
6,098
-1,852
-23%
-$71.7K
0.26%
40
2014
Q4
$290K
Buy
7,950
+918
+13%
+$38.2K
0.35%
38
2014
Q3
$319K
Hold
7,032
–
–
0.4%
38
2014
Q2
$352K
Hold
7,032
–
–
0.48%
32
2014
Q1
$313K
Buy
7,032
+282
+4%
+$12.2K
0.44%
34
2013
Q4
$299K
Buy
+6,750
New
+$291K
0.41%
33
Other funds holding XLE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
SGI
Swan Global Investments
Durango, Colorado
$3B AUM
15.66%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
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
Rafferty Asset Management
New York
$24.6B AUM
47.06%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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