Lehman Financial Resources’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lehman Financial Resources’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
2017 Q4	–	Sell	-32,800	Closed	-$1.12M	–	82
2017 Q3	$1.12M	Sell	32,800 -1,000	-3%	-$32.5K	0.57%	32
2017 Q2	$1.09M	Sell	33,800 -400	-1%	-$13.4K	0.61%	29
2017 Q1	$1.2M	Buy	+34,200	New	+$1.24M	0.66%	27

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Lehman Financial Resources's XLE Position: Q4 2017 in Review

Lehman Financial Resources sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2017, closing a stake of 32,800 shares — an estimated $1.12M sold.

Lehman Financial Resources first reported a position in XLE in Q1 2017 and held it in 3 quarters. The position peaked at $1.2M in Q1 2017. 851 funds tracked by Wall St. Rank hold XLE as of Q4 2017.

Lehman Financial Resources reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Lehman Financial Resources sold 32,800 State Street Energy Select Sector SPDR ETF shares in Q4 2017, an estimated $1.12M.
Lehman Financial Resources first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and held it in 3 quarters.
Lehman Financial Resources's State Street Energy Select Sector SPDR ETF position peaked at $1.2M in Q1 2017.
851 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2017.

Based on Lehman Financial Resources's 13F filing for Q4 2017, filed 9 Feb 2018.