Midwest Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Midwest Investment 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
2014 Q2	–	Sell	-32,610	Closed	-$1.45M	–	60
2014 Q1	$1.45M	Sell	32,610 -350	-1%	-$15.1K	1.09%	38
2013 Q4	$1.46M	Sell	32,960 -340	-1%	-$14.6K	1.09%	43
2013 Q3	$1.38M	Sell	33,300 -29,950	-47%	-$1.23M	1.16%	40
2013 Q2	$2.48M	Buy	+63,250	New	+$2.51M	2.52%	14

Other funds holding XLE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Midwest Investment Management's XLE Position: Q2 2014 in Review

Midwest Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2014, closing a stake of 32,610 shares — an estimated $1.45M sold.

Midwest Investment Management first reported a position in XLE in Q2 2013 and held it in 4 quarters. The position peaked at $2.48M in Q2 2013. 480 funds tracked by Wall St. Rank hold XLE as of Q2 2014.

Midwest Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
Midwest Investment Management sold 32,610 State Street Energy Select Sector SPDR ETF shares in Q2 2014, an estimated $1.45M.
Midwest Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Midwest Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $2.48M in Q2 2013.
480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2014.

Based on Midwest Investment Management's 13F filing for Q2 2014, filed 6 Aug 2014.