Massachusetts Financial Services
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Massachusetts Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Massachusetts Financial Services’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
2015
Q1 		– Sell
-15,902
Closed -$629K – 907
2014
Q4 		$629K Buy
+15,902
New +$661K ﹤0.01% 832

Other funds holding XLE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Massachusetts Financial Services's XLE Position: Q1 2015 in Review

Massachusetts Financial Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2015, closing a stake of 15,902 shares — an estimated $629K sold.

Massachusetts Financial Services first reported a position in XLE in Q4 2014 and held it in 1 quarter. The position peaked at $629K in Q4 2014. 562 funds tracked by Wall St. Rank hold XLE as of Q1 2015.

  • Massachusetts Financial Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Massachusetts Financial Services sold 15,902 State Street Energy Select Sector SPDR ETF shares in Q1 2015, an estimated $629K.
  • Massachusetts Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 1 quarter.
  • Massachusetts Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $629K in Q4 2014.
  • 562 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2015.

Based on Massachusetts Financial Services's 13F filing for Q1 2015, filed 13 May 2015.