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

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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Coyle Financial Counsel's XLE Position: Q2 2018 in Review

Coyle Financial Counsel sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2018, closing a stake of 6,122 shares — an estimated $84K sold.

Coyle Financial Counsel first reported a position in XLE in Q4 2013 and held it in 16 quarters. The position peaked at $352K in Q2 2014. 877 funds tracked by Wall St. Rank hold XLE as of Q2 2018.

Coyle Financial Counsel reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Coyle Financial Counsel sold 6,122 State Street Energy Select Sector SPDR ETF shares in Q2 2018, an estimated $84K.
Coyle Financial Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and held it in 16 quarters.
Coyle Financial Counsel's State Street Energy Select Sector SPDR ETF position peaked at $352K in Q2 2014.
877 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2018.

Based on Coyle Financial Counsel's 13F filing for Q2 2018, filed 14 Aug 2018.