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HFS
HL Financial Services’s
State Street Energy Select Sector SPDR ETF
XLE
Stock Holding History
HL Financial Services’s Portfolio
XLE Stock Details
XLE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
$307K
Sell
9,288
-3,032
-25%
-$97.4K
﹤0.01%
606
2018
Q4
$353K
Buy
+12,320
New
+$412K
0.01%
571
2017
Q3
–
Sell
-13,082
Closed
-$425K
–
705
2017
Q2
$425K
Sell
13,082
-18,520
-59%
-$622K
0.01%
506
2017
Q1
$1.1M
Sell
31,602
-20,396
-39%
-$737K
0.02%
325
2016
Q4
$1.96M
Sell
51,998
-6,752
-11%
-$244K
0.04%
233
2016
Q3
$2.07M
Sell
58,750
-9,946
-14%
-$341K
0.05%
223
2016
Q2
$2.34M
Sell
68,696
-7,340
-10%
-$242K
0.06%
194
2016
Q1
$2.35M
Sell
76,036
-3,972
-5%
-$115K
0.06%
185
2015
Q4
$2.41M
Buy
80,008
+48,520
+154%
+$1.6M
0.06%
185
2015
Q3
$964K
Sell
31,488
-3,402
-10%
-$115K
0.03%
285
2015
Q2
$1.31M
Buy
34,890
+5,422
+18%
+$215K
0.03%
245
2015
Q1
$1.14M
Buy
29,468
+3,632
+14%
+$141K
0.03%
268
2014
Q4
$1.02M
Buy
25,836
+19,066
+282%
+$793K
0.03%
264
2014
Q3
$307K
Buy
6,770
+1,834
+37%
+$88.8K
0.01%
544
2014
Q2
$247K
Buy
+4,936
New
+$234K
0.01%
609
2013
Q4
–
Sell
-48,382
Closed
-$2.01M
–
653
2013
Q3
$2.01M
Buy
48,382
+5,578
+13%
+$230K
0.07%
176
2013
Q2
$1.68M
Buy
+42,804
New
+$1.7M
0.06%
181
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
$1.47T AUM
27.86%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B 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
$280B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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