JWM
XLE icon

Jacobus Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Jacobus Wealth 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
2017
Q1 		– Sell
-2,860
Closed -$108K – 208
2016
Q4 		$108K Buy
+2,860
New +$103K 0.03% 193
2015
Q4 		– Sell
-5,312
Closed -$163K – 291
2015
Q3 		$163K Buy
+5,312
New +$179K 0.05% 226
2014
Q4 		– Sell
-16,330
Closed -$740K – 313
2014
Q3 		$740K Hold
16,330
– – 0.2% 95
2014
Q2 		$817K Buy
16,330
+90
+0.6% +$4.26K 0.21% 94
2014
Q1 		$723K Hold
16,240
– – 0.18% 101
2013
Q4 		$719K Buy
16,240
+2,460
+18% +$106K 0.21% 95
2013
Q3 		$571K Sell
13,780
-1,090
-7% -$44.9K 0.2% 91
2013
Q2 		$582K Buy
+14,870
New +$589K 0.21% 89

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return