Highland Private Wealth 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
2018
Q2
Sell
-23,774
Closed -$801K 161
2018
Q1
$801K Buy
+23,774
New +$841K 0.49% 55

Other funds holding XLE

Highland Private Wealth Management's XLE Position: Q2 2018 in Review

Highland Private Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2018, closing a stake of 23,774 shares — an estimated $801K sold.

Highland Private Wealth Management first reported a position in XLE in Q1 2018 and held it in 1 quarter. The position peaked at $801K in Q1 2018. 876 funds tracked by Wall St. Rank hold XLE as of Q2 2018.

  • Highland Private Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 23,774 State Street Energy Select Sector SPDR ETF shares in Q2 2018, an estimated $801K.
  • Highland Private Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $801K in Q1 2018.
  • 876 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.