Jackson Financial Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Jackson Financial Management’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
2019 Q2	–	Sell	-60,600	Closed	-$2M	–	39
2019 Q1	$2M	Buy	60,600 +3,610	+6%	+$116K	1.33%	21
2018 Q4	$1.63M	Sell	56,990 -29,038	-34%	-$972K	1.8%	17
2018 Q3	$3.26M	Sell	86,028 -700	-0.8%	-$26.2K	2.59%	16
2018 Q2	$3.29M	Buy	86,728 +2,972	+4%	+$110K	2.93%	15
2018 Q1	$2.82M	Buy	83,756 +7,510	+10%	+$266K	2.59%	16
2017 Q4	$2.75M	Buy	+76,246	New	+$2.62M	2.52%	16

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

SGI

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

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

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

Jackson Financial Management's XLE Position: Q2 2019 in Review

Jackson Financial Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 60,600 shares — an estimated $2M sold.

Jackson Financial Management first reported a position in XLE in Q4 2017 and held it in 6 quarters. The position peaked at $3.29M in Q2 2018. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

Jackson Financial Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Jackson Financial Management sold 60,600 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $2M.
Jackson Financial Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Jackson Financial Management's State Street Energy Select Sector SPDR ETF position peaked at $3.29M in Q2 2018.
808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Jackson Financial Management's 13F filing for Q2 2019, filed 31 Jul 2019.