Financial Advisors Network’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Advisors Network’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
2017 Q1	–	Sell	-1,370	Closed	-$50.5K	–	462
2016 Q4	$50.5K	Buy	+1,370	New	+$49.5K	0.04%	135

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advisors Network's XLE Position: Q1 2017 in Review

Financial Advisors Network sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 1,370 shares — an estimated $50.5K sold.

Financial Advisors Network first reported a position in XLE in Q4 2016 and held it in 1 quarter. The position peaked at $50.5K in Q4 2016. 743 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

Financial Advisors Network reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Financial Advisors Network sold 1,370 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $50.5K.
Financial Advisors Network first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
Financial Advisors Network's State Street Energy Select Sector SPDR ETF position peaked at $50.5K in Q4 2016.
743 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.