Harfst & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Harfst & Associates’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 Q3	–	Sell	-3,104	Closed	-$100K	–	216
2017 Q2	$100K	Sell	3,104 -262	-8%	-$8.8K	0.04%	128
2017 Q1	$117K	Buy	+3,366	New	+$122K	0.05%	105
2016 Q1	–	Sell	-3,104	Closed	-$93K	–	251
2015 Q4	$93K	Hold	3,104	–	–	0.04%	147
2015 Q3	$95K	Sell	3,104 -166	-5%	-$5.59K	0.04%	133
2015 Q2	$123K	Buy	+3,270	New	+$130K	0.07%	111

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

Harfst & Associates's XLE Position: Q3 2017 in Review

Harfst & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2017, closing a stake of 3,104 shares — an estimated $100K sold.

Harfst & Associates first reported a position in XLE in Q2 2015 and held it in 5 quarters. The position peaked at $123K in Q2 2015. 725 funds tracked by Wall St. Rank hold XLE as of Q3 2017.

Harfst & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 3,104 State Street Energy Select Sector SPDR ETF shares in Q3 2017, an estimated $100K.
Harfst & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and held it in 5 quarters.
Harfst & Associates's State Street Energy Select Sector SPDR ETF position peaked at $123K in Q2 2015.
725 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.