Integrated Wealth Management (Palm Desert)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SGI
Integrated Wealth Management (Palm Desert)'s XLE Position: Q1 2017 in Review
Integrated Wealth Management (Palm Desert) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.44% in Q1 2017, buying an estimated $1.08K and bringing the position to 6,870 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #215.
Integrated Wealth Management (Palm Desert) first reported a position in XLE in Q1 2015 and has held it in 9 quarters since. The position peaked at $263K in Q2 2015. 744 funds tracked by Wall St. Rank hold XLE as of Q1 2017.
- Integrated Wealth Management (Palm Desert) held 6,870 shares of State Street Energy Select Sector SPDR ETF worth $240K as of Q1 2017.
- Integrated Wealth Management (Palm Desert) bought 30 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $1.08K.
- State Street Energy Select Sector SPDR ETF made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #215 holding.
- Integrated Wealth Management (Palm Desert) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and has held it in 9 quarters since.
- Integrated Wealth Management (Palm Desert)'s State Street Energy Select Sector SPDR ETF position peaked at $263K in Q2 2015.
- 744 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.
Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.