Foresters Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Foresters Investment Management’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	-155,000	Closed	-$5.22M	–	405
2018 Q1	$5.22M	Buy	155,000 +41,000	+36%	+$1.45M	0.09%	250
2017 Q4	$4.12M	Buy	114,000 +38,000	+50%	+$1.31M	0.06%	279
2017 Q3	$2.6M	Buy	+76,000	New	+$2.47M	0.04%	295

Other funds holding XLE

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

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

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

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

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

SGI

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Foresters Investment Management's XLE Position: Q2 2018 in Review

Foresters Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2018, closing a stake of 155,000 shares — an estimated $5.22M sold.

Foresters Investment Management first reported a position in XLE in Q3 2017 and held it in 3 quarters. The position peaked at $5.22M in Q1 2018. 876 funds tracked by Wall St. Rank hold XLE as of Q2 2018.

Foresters Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Foresters Investment Management sold 155,000 State Street Energy Select Sector SPDR ETF shares in Q2 2018, an estimated $5.22M.
Foresters Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and held it in 3 quarters.
Foresters Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $5.22M in Q1 2018.
876 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2018.

Based on Foresters Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.