Gould Asset Management’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
2014
Q3
Sell
-42,060
Closed -$2.1M 107
2014
Q2
$2.1M Buy
+42,060
New +$1.99M 1.01% 14

Other funds holding XLE

Gould Asset Management's XLE Position: Q3 2014 in Review

Gould Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2014, closing a stake of 42,060 shares — an estimated $2.1M sold.

Gould Asset Management first reported a position in XLE in Q2 2014 and held it in 1 quarter. The position peaked at $2.1M in Q2 2014. 452 funds tracked by Wall St. Rank hold XLE as of Q3 2014.

  • Gould Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • Gould Asset Management sold 42,060 State Street Energy Select Sector SPDR ETF shares in Q3 2014, an estimated $2.1M.
  • Gould Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 1 quarter.
  • Gould Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $2.1M in Q2 2014.
  • 452 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2014.

Based on Gould Asset Management's 13F filing for Q3 2014, filed 13 Nov 2014.