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Hefren-Tillotson’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hefren-Tillotson’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
2016
Q1 		– Sell
-282
Closed -$8K – 68
2015
Q4 		$8K Buy
+282
New +$9.28K ﹤0.01% 45

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hefren-Tillotson's XLE Position: Q1 2016 in Review

Hefren-Tillotson sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2016, closing a stake of 282 shares — an estimated $8K sold.

Hefren-Tillotson first reported a position in XLE in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 624 funds tracked by Wall St. Rank hold XLE as of Q1 2016.

  • Hefren-Tillotson reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
  • Hefren-Tillotson sold 282 State Street Energy Select Sector SPDR ETF shares in Q1 2016, an estimated $8K.
  • Hefren-Tillotson first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 1 quarter.
  • Hefren-Tillotson's State Street Energy Select Sector SPDR ETF position peaked at $8K in Q4 2015.
  • 624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2016.

Based on Hefren-Tillotson's 13F filing for Q1 2016, filed 2 May 2016.