Howard Capital Management (New York)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Howard Capital Management (New York)’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 Q1	–	Sell	-66,666	Closed	-$2M	–	95
2019 Q4	$2M	Buy	66,666 +522	+0.8%	+$15.5K	0.25%	51
2019 Q3	$1.96M	Sell	66,144 -1,478	-2%	-$44.7K	0.28%	48
2019 Q2	$2.15M	Sell	67,622 -878	-1%	-$28.1K	0.29%	50
2019 Q1	$2.27M	Sell	68,500 -55,948	-45%	-$1.8M	0.32%	50
2018 Q4	$3.57M	Sell	124,448 -6,708	-5%	-$224K	0.59%	46
2018 Q3	$4.97M	Buy	131,156 +2,822	+2%	+$106K	0.66%	45
2018 Q2	$4.87M	Sell	128,334 -1,776	-1%	-$66K	0.7%	44
2018 Q1	$4.38M	Buy	130,110 +2,292	+2%	+$81.1K	0.64%	44
2017 Q4	$4.62M	Buy	127,818 +872	+0.7%	+$30K	0.68%	44
2017 Q3	$4.35M	Buy	126,946 +4,264	+3%	+$139K	0.67%	45
2017 Q2	$3.98M	Buy	122,682 +7,954	+7%	+$267K	0.63%	46
2017 Q1	$4.01M	Buy	114,728 +7,592	+7%	+$274K	0.67%	43
2016 Q4	$4.04M	Sell	107,136 -2,378	-2%	-$86K	0.72%	43
2016 Q3	$3.87M	Buy	109,514 +802	+0.7%	+$27.5K	0.7%	43
2016 Q2	$3.71M	Sell	108,712 -6,488	-6%	-$214K	0.71%	42
2016 Q1	$3.56M	Buy	115,200 +24,242	+27%	+$703K	0.7%	43
2015 Q4	$2.74M	Buy	90,958 +8,322	+10%	+$274K	0.54%	44
2015 Q3	$2.53M	Buy	82,636 +7,264	+10%	+$245K	0.51%	48
2015 Q2	$2.83M	Buy	75,372 +6,060	+9%	+$241K	0.54%	47
2015 Q1	$2.69M	Buy	69,312 +2,656	+4%	+$103K	0.52%	48
2014 Q4	$2.64M	Buy	66,656 +1,822	+3%	+$75.7K	0.51%	46
2014 Q3	$2.94M	Buy	64,834 +1,600	+3%	+$77.5K	0.59%	44
2014 Q2	$3.17M	Sell	63,234 -3,980	-6%	-$188K	0.62%	44
2014 Q1	$2.99M	Buy	67,214 +4,792	+8%	+$207K	0.59%	45
2013 Q4	$2.76M	Buy	62,422 +1,802	+3%	+$77.6K	0.57%	44
2013 Q3	$2.51M	Buy	60,620 +80	+0.1%	+$3.3K	0.61%	42
2013 Q2	$2.37M	Buy	+60,540	New	+$2.4M	0.62%	43

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Howard Capital Management (New York)'s XLE Position: Q1 2020 in Review

Howard Capital Management (New York) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 66,666 shares — an estimated $2M sold.

Howard Capital Management (New York) first reported a position in XLE in Q2 2013 and held it in 27 quarters. The position peaked at $4.97M in Q3 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Howard Capital Management (New York) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Howard Capital Management (New York) sold 66,666 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $2M.
Howard Capital Management (New York) first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
Howard Capital Management (New York)'s State Street Energy Select Sector SPDR ETF position peaked at $4.97M in Q3 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q1 2020, filed 17 Apr 2020.