Harvest Group Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Harvest Group Wealth 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
2020 Q2	–	Sell	-568	Closed	-$8K	–	883
2020 Q1	$8K	Buy	568 +8	+1%	+$190	0.01%	230
2019 Q4	$16K	Sell	560 -122	-18%	-$3.62K	0.01%	181
2019 Q3	$20K	Buy	+682	New	+$20.6K	0.02%	166

Other funds holding XLE

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harvest Group Wealth Management's XLE Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2020, closing a stake of 568 shares — an estimated $8K sold.

Harvest Group Wealth Management first reported a position in XLE in Q3 2019 and held it in 3 quarters. The position peaked at $20K in Q3 2019. 815 funds tracked by Wall St. Rank hold XLE as of Q2 2020.

Harvest Group Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 568 State Street Energy Select Sector SPDR ETF shares in Q2 2020, an estimated $8K.
Harvest Group Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
Harvest Group Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $20K in Q3 2019.
815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.