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

Independence 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
2017 Q1	–	Sell	-5,466	Closed	-$206K	–	86
2016 Q4	$206K	Buy	+5,466	New	+$198K	0.28%	72

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SGI

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

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

Independence Trust's XLE Position: Q1 2017 in Review

Independence Trust sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 5,466 shares — an estimated $206K sold.

Independence Trust first reported a position in XLE in Q4 2016 and held it in 1 quarter. The position peaked at $206K in Q4 2016. 743 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

Independence Trust reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Independence Trust sold 5,466 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $206K.
Independence Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
Independence Trust's State Street Energy Select Sector SPDR ETF position peaked at $206K in Q4 2016.
743 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Independence Trust's 13F filing for Q1 2017, filed 9 May 2017.