MIM
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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return