Kavar Capital Partners Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-10	Closed	–	–	464
2019 Q2	$0	Buy	+10	New	+$320	﹤0.01%	514
2018 Q3	–	Sell	-114	Closed	-$4K	–	393
2018 Q2	$4K	Hold	114	–	–	﹤0.01%	385
2018 Q1	$4K	Buy	+114	New	+$4.04K	﹤0.01%	381
2016 Q1	–	Sell	-114	Closed	-$3K	–	404
2015 Q4	$3K	Sell	114 -400	-78%	-$13.2K	﹤0.01%	333
2015 Q3	$15K	Sell	514 -220	-30%	-$7.41K	0.01%	250
2015 Q2	$27K	Buy	+734	New	+$29.1K	0.02%	223
2014 Q2	–	Sell	-734	Closed	-$32K	–	453
2014 Q1	$32K	Sell	734 -150	-17%	-$6.47K	0.03%	226
2013 Q4	$39K	Buy	+884	New	+$38.1K	0.03%	205

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Kavar Capital Partners Group's XLE Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2019, closing a stake of 10 shares.

Kavar Capital Partners Group first reported a position in XLE in Q4 2013 and held it in 8 quarters. The position peaked at $39K in Q4 2013. 764 funds tracked by Wall St. Rank hold XLE as of Q3 2019.

Kavar Capital Partners Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 10 State Street Energy Select Sector SPDR ETF shares in Q3 2019.
Kavar Capital Partners Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's State Street Energy Select Sector SPDR ETF position peaked at $39K in Q4 2013.
764 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.