Fiduciary Services Corp’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$272K Sell
7,010
-1,510
-18% -$58.5K 0.09% 165
2014
Q4
$337K Buy
+8,520
New +$354K 0.12% 147

Other funds holding XLE

Fiduciary Services Corp's XLE Position: Q1 2015 in Review

Fiduciary Services Corp reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 18% in Q1 2015, selling an estimated $58.5K and leaving 7,010 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #165.

Fiduciary Services Corp first reported a position in XLE in Q4 2014 and has held it in 2 quarters since. The position peaked at $337K in Q4 2014. 561 funds tracked by Wall St. Rank hold XLE as of Q1 2015.

  • Fiduciary Services Corp held 7,010 shares of State Street Energy Select Sector SPDR ETF worth $272K as of Q1 2015.
  • Fiduciary Services Corp sold 1,510 State Street Energy Select Sector SPDR ETF shares in Q1 2015, an estimated $58.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Fiduciary Services Corp's portfolio in Q1 2015, its #165 holding.
  • Fiduciary Services Corp first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 2 quarters since.
  • Fiduciary Services Corp's State Street Energy Select Sector SPDR ETF position peaked at $337K in Q4 2014.
  • 561 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.