Crosspoint Capital Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Crosspoint Capital Strategies’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
2016 Q1	–	Sell	-20	Closed	-$1K	–	835
2015 Q4	$1K	Buy	+20	New	+$658	﹤0.01%	967
2015 Q3	–	Sell	-1,104	Closed	-$41K	–	898
2015 Q2	$41K	Buy	+1,104	New	+$43.8K	0.01%	369
2015 Q1	–	Sell	-1,500	Closed	-$59K	–	748
2014 Q4	$59K	Buy	+1,500	New	+$62.4K	0.02%	342

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Capital Strategies's XLE Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2016, closing a stake of 20 shares — an estimated $1K sold.

Crosspoint Capital Strategies first reported a position in XLE in Q4 2014 and held it in 3 quarters. The position peaked at $59K in Q4 2014. 624 funds tracked by Wall St. Rank hold XLE as of Q1 2016.

Crosspoint Capital Strategies reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 20 State Street Energy Select Sector SPDR ETF shares in Q1 2016, an estimated $1K.
Crosspoint Capital Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Crosspoint Capital Strategies's State Street Energy Select Sector SPDR ETF position peaked at $59K in Q4 2014.
624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.