Independent Portfolio Consultants’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Independent Portfolio Consultants’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	-54,900	Closed	-$2.07M	–	911
2016 Q4	$2.07M	Buy	+54,900	New	+$1.99M	0.68%	19
2016 Q1	–	Sell	-880	Closed	-$27K	–	805
2015 Q4	$27K	Buy	+880	New	+$29K	0.01%	652
2014 Q3	–	Sell	-1,650	Closed	-$83K	–	956
2014 Q2	$83K	Buy	+1,650	New	+$78.1K	0.02%	555

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's XLE Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 54,900 shares — an estimated $2.07M sold.

Independent Portfolio Consultants first reported a position in XLE in Q2 2014 and held it in 3 quarters. The position peaked at $2.07M in Q4 2016. 744 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

Independent Portfolio Consultants reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 54,900 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $2.07M.
Independent Portfolio Consultants first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 3 quarters.
Independent Portfolio Consultants's State Street Energy Select Sector SPDR ETF position peaked at $2.07M in Q4 2016.
744 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.