Laurie J. Hall Trustee’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Laurie J. Hall Trustee’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 Q4	–	Sell	-2,694	Closed	-$102K	–	349
2018 Q3	$102K	Hold	2,694	–	–	0.05%	154
2018 Q2	$102K	Hold	2,694	–	–	0.06%	152
2018 Q1	$91K	Hold	2,694	–	–	0.06%	148
2017 Q4	$97K	Buy	+2,694	New	+$92.7K	0.06%	154

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Laurie J. Hall Trustee's XLE Position: Q4 2018 in Review

Laurie J. Hall Trustee sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 2,694 shares — an estimated $102K sold.

Laurie J. Hall Trustee first reported a position in XLE in Q4 2017 and held it in 4 quarters. The position peaked at $102K in Q3 2018. 898 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Laurie J. Hall Trustee reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Laurie J. Hall Trustee sold 2,694 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $102K.
Laurie J. Hall Trustee first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
Laurie J. Hall Trustee's State Street Energy Select Sector SPDR ETF position peaked at $102K in Q3 2018.
898 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2018, filed 14 Feb 2019.