Lourd Capital’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-13,670
Closed -$530K 125
2015
Q1
$530K Buy
+13,670
New +$530K 0.05% 60

Other funds holding XLE

Lourd Capital's XLE Position: Q2 2015 in Review

Lourd Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2015, closing a stake of 13,670 shares — an estimated $530K sold.

Lourd Capital first reported a position in XLE in Q1 2015 and held it in 1 quarter. The position peaked at $530K in Q1 2015. 556 funds tracked by Wall St. Rank hold XLE as of Q2 2015.

  • Lourd Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
  • Lourd Capital sold 13,670 State Street Energy Select Sector SPDR ETF shares in Q2 2015, an estimated $530K.
  • Lourd Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2015 and held it in 1 quarter.
  • Lourd Capital's State Street Energy Select Sector SPDR ETF position peaked at $530K in Q1 2015.
  • 556 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2015.

Based on Lourd Capital's 13F filing for Q2 2015, filed 30 Jul 2015.