JOYN Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-662	Closed	-$19K	–	1444
2018 Q4	$19K	Buy	662 +4	+0.6%	+$134	﹤0.01%	699
2018 Q3	$25K	Sell	658 -76	-10%	-$2.85K	﹤0.01%	613
2018 Q2	$28K	Sell	734 -254	-26%	-$9.44K	0.01%	575
2018 Q1	$33K	Buy	+988	New	+$35K	0.01%	574

Other funds holding XLE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JOYN Advisors's XLE Position: Q1 2019 in Review

JOYN Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 662 shares — an estimated $19K sold.

JOYN Advisors first reported a position in XLE in Q1 2018 and held it in 4 quarters. The position peaked at $33K in Q1 2018. 870 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

JOYN Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 662 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $19K.
JOYN Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's State Street Energy Select Sector SPDR ETF position peaked at $33K in Q1 2018.
870 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.