Jolley Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,220
Closed -$43K 160
2016
Q3
$43K Buy
+1,220
New +$41.8K 0.03% 107
2016
Q1
Sell
-400
Closed -$12K 146
2015
Q4
$12K Buy
+400
New +$13.2K 0.01% 95

Other funds holding XLE

Jolley Asset Management's XLE Position: Q4 2016 in Review

Jolley Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2016, closing a stake of 1,220 shares — an estimated $43K sold.

Jolley Asset Management first reported a position in XLE in Q4 2015 and held it in 2 quarters. The position peaked at $43K in Q3 2016. 757 funds tracked by Wall St. Rank hold XLE as of Q4 2016.

  • Jolley Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • Jolley Asset Management sold 1,220 State Street Energy Select Sector SPDR ETF shares in Q4 2016, an estimated $43K.
  • Jolley Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 2 quarters.
  • Jolley Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $43K in Q3 2016.
  • 757 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2016.

Based on Jolley Asset Management's 13F filing for Q4 2016, filed 18 Jan 2017.