Ken Stern & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Ken Stern & Associates’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
2018 Q3	$3.79M	Buy	+100,038	New	+$3.75M	1.65%	17

Other funds holding XLE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Ken Stern & Associates's XLE Position: Q3 2018 in Review

Ken Stern & Associates opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2018: 100,038 shares worth $3.79M. The stake represents 1.65% of the portfolio and ranks #17 among its holdings.

867 funds tracked by Wall St. Rank hold XLE as of Q3 2018.

Ken Stern & Associates held 100,038 shares of State Street Energy Select Sector SPDR ETF worth $3.79M as of Q3 2018.
State Street Energy Select Sector SPDR ETF was a new Ken Stern & Associates position in Q3 2018.
State Street Energy Select Sector SPDR ETF made up 1.65% of Ken Stern & Associates's portfolio in Q3 2018, its #17 holding.
867 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.