Farr Miller & Washington’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Farr Miller & Washington’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	-23,816	Closed	-$715K	–	148
2019 Q4	$715K	Buy	+23,816	New	+$706K	0.05%	92

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

SGI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Farr Miller & Washington's XLE Position: Q1 2020 in Review

Farr Miller & Washington sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 23,816 shares — an estimated $715K sold.

Farr Miller & Washington first reported a position in XLE in Q4 2019 and held it in 1 quarter. The position peaked at $715K in Q4 2019. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Farr Miller & Washington reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Farr Miller & Washington sold 23,816 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $715K.
Farr Miller & Washington first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Farr Miller & Washington's State Street Energy Select Sector SPDR ETF position peaked at $715K in Q4 2019.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Farr Miller & Washington's 13F filing for Q1 2020, filed 12 May 2020.