LeJeune Puetz Investment Counsel’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

LeJeune Puetz Investment Counsel’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
2020 Q1	–	Sell	-4,500	Closed	-$135K	–	193
2019 Q4	$135K	Hold	4,500	–	–	0.06%	163
2019 Q3	$133K	Hold	4,500	–	–	0.07%	158
2019 Q2	$143K	Hold	4,500	–	–	0.07%	154
2019 Q1	$149K	Sell	4,500 -400	-8%	-$12.8K	0.08%	148
2018 Q4	$141K	Hold	4,900	–	–	0.09%	149
2018 Q3	$186K	Hold	4,900	–	–	0.11%	134
2018 Q2	$186K	Hold	4,900	–	–	0.11%	131
2018 Q1	$165K	Hold	4,900	–	–	0.1%	129
2017 Q4	$177K	Hold	4,900	–	–	0.11%	127
2017 Q3	$168K	Hold	4,900	–	–	0.11%	126
2017 Q2	$159K	Hold	4,900	–	–	0.11%	129
2017 Q1	$171K	Hold	4,900	–	–	0.12%	124
2016 Q4	$185K	Buy	+4,900	New	+$177K	0.14%	119

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LeJeune Puetz Investment Counsel's XLE Position: Q1 2020 in Review

LeJeune Puetz Investment Counsel sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 4,500 shares — an estimated $135K sold.

LeJeune Puetz Investment Counsel first reported a position in XLE in Q4 2016 and held it in 13 quarters. The position peaked at $186K in Q3 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

LeJeune Puetz Investment Counsel reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 4,500 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $135K.
LeJeune Puetz Investment Counsel first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 13 quarters.
LeJeune Puetz Investment Counsel's State Street Energy Select Sector SPDR ETF position peaked at $186K in Q3 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2020, filed 29 Apr 2020.