Hemenway Trust Hemenway Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hemenway Trust Hemenway Trust’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
2019 Q1	–	Sell	-36,178	Closed	-$1.04M	–	129
2018 Q4	$1.04M	Buy	+36,178	New	+$1.21M	0.21%	58
2016 Q1	–	Sell	-17,228	Closed	-$520K	–	164
2015 Q4	$520K	Buy	+17,228	New	+$567K	0.14%	89
2015 Q3	–	Sell	-6,400	Closed	-$241K	–	222
2015 Q2	$241K	Hold	6,400	–	–	0.06%	158
2015 Q1	$248K	Hold	6,400	–	–	0.06%	155
2014 Q4	$253K	Buy	+6,400	New	+$266K	0.08%	126

Other funds holding XLE

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

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

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

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

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

Hemenway Trust Hemenway Trust's XLE Position: Q1 2019 in Review

Hemenway Trust Hemenway Trust sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 36,178 shares — an estimated $1.04M sold.

Hemenway Trust Hemenway Trust first reported a position in XLE in Q4 2014 and held it in 5 quarters. The position peaked at $1.04M in Q4 2018. 871 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

Hemenway Trust Hemenway Trust reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Hemenway Trust Hemenway Trust sold 36,178 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $1.04M.
Hemenway Trust Hemenway Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 5 quarters.
Hemenway Trust Hemenway Trust's State Street Energy Select Sector SPDR ETF position peaked at $1.04M in Q4 2018.
871 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2019, filed 29 Apr 2019.