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Hochman Cole Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hochman Cole Investment Advisors’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
Q3 		– Sell
-34,196
Closed -$647K – 116
2020
Q2 		$647K Sell
34,196
-818
-2% -$15.2K 0.36% 53
2020
Q1 		$509K Sell
35,014
-10,228
-23% -$243K 0.35% 53
2019
Q4 		$1.36M Sell
45,242
-2,690
-6% -$79.8K 0.74% 32
2019
Q3 		$1.42M Sell
47,932
-482
-1% -$14.6K 0.89% 31
2019
Q2 		$1.54M Sell
48,414
-3,480
-7% -$111K 0.92% 27
2019
Q1 		$1.72M Buy
51,894
+2,736
+6% +$87.9K 1.02% 27
2018
Q4 		$1.41M Buy
49,158
+228
+0.5% +$7.63K 0.97% 28
2018
Q3 		$1.85M Buy
48,930
+1,182
+2% +$44.3K 1.15% 26
2018
Q2 		$1.81M Sell
47,748
-712
-1% -$26.5K 1.19% 26
2018
Q1 		$1.63M Sell
48,460
-8,536
-15% -$302K 1.14% 26
2017
Q4 		$2.06M Buy
56,996
+2,260
+4% +$77.8K 1.3% 23
2017
Q3 		$1.87M Sell
54,736
-5,696
-9% -$185K 1.23% 24
2017
Q2 		$1.96M Sell
60,432
-7,270
-11% -$244K 1.36% 23
2017
Q1 		$2.37M Sell
67,702
-5,242
-7% -$189K 1.72% 18
2016
Q4 		$2.75M Buy
72,944
+972
+1% +$35.1K 1.99% 17
2016
Q3 		$2.54M Sell
71,972
-5,184
-7% -$178K 1.89% 18
2016
Q2 		$2.63M Buy
77,156
+766
+1% +$25.3K 2.16% 16
2016
Q1 		$2.36M Buy
76,390
+10,766
+16% +$312K 2.02% 18
2015
Q4 		$1.98M Buy
+65,624
New +$2.16M 1.68% 20

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hochman Cole Investment Advisors's XLE Position: Q3 2020 in Review

Hochman Cole Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2020, closing a stake of 34,196 shares — an estimated $647K sold.

Hochman Cole Investment Advisors first reported a position in XLE in Q4 2015 and held it in 19 quarters. The position peaked at $2.75M in Q4 2016. 753 funds tracked by Wall St. Rank hold XLE as of Q3 2020.

  • Hochman Cole Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 34,196 State Street Energy Select Sector SPDR ETF shares in Q3 2020, an estimated $647K.
  • Hochman Cole Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 19 quarters.
  • Hochman Cole Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.75M in Q4 2016.
  • 753 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.