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

McKinley Capital Management’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 Q2	–	Sell	-326	Closed	-$11K	–	580
2017 Q1	$11K	Hold	326	–	–	﹤0.01%	482
2016 Q4	$12K	Hold	326	–	–	﹤0.01%	466
2016 Q3	$12K	Buy	+326	New	+$11.2K	﹤0.01%	492

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

McKinley Capital Management's XLE Position: Q2 2017 in Review

McKinley Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2017, closing a stake of 326 shares — an estimated $11K sold.

McKinley Capital Management first reported a position in XLE in Q3 2016 and held it in 3 quarters. The position peaked at $12K in Q4 2016. 716 funds tracked by Wall St. Rank hold XLE as of Q2 2017.

McKinley Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
McKinley Capital Management sold 326 State Street Energy Select Sector SPDR ETF shares in Q2 2017, an estimated $11K.
McKinley Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
McKinley Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $12K in Q4 2016.
716 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.