Julex Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Julex Capital 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	-264,676	Closed	-$8.75M	–	220
2019 Q1	$8.75M	Buy	+264,676	New	+$8.5M	7.58%	8

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Julex Capital Management's XLE Position: Q2 2019 in Review

Julex Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 264,676 shares — an estimated $8.75M sold.

Julex Capital Management first reported a position in XLE in Q1 2019 and held it in 1 quarter. The position peaked at $8.75M in Q1 2019. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

Julex Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Julex Capital Management sold 264,676 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $8.75M.
Julex Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and held it in 1 quarter.
Julex Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $8.75M in Q1 2019.
808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Julex Capital Management's 13F filing for Q2 2019, filed 29 Oct 2019.