Miles 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
2014
Q3
– Sell
-9,414
Closed -$471K – 120
2014
Q2
$471K Sell
9,414
-1,864
-17% -$88.2K 0.24% 79
2014
Q1
$502K Buy
11,278
+4,042
+56% +$174K 0.26% 83
2013
Q4
$320K Buy
7,236
+982
+16% +$42.3K 0.16% 101
2013
Q3
$259K Sell
6,254
-500
-7% -$20.6K 0.15% 109
2013
Q2
$264K Buy
+6,754
New +$268K 0.12% 120

Other funds holding XLE

Miles Capital's XLE Position: Q3 2014 in Review

Miles Capital sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2014, closing a stake of 9,414 shares — an estimated $471K sold.

Miles Capital first reported a position in XLE in Q2 2013 and held it in 5 quarters. The position peaked at $502K in Q1 2014. 452 funds tracked by Wall St. Rank hold XLE as of Q3 2014.

  • Miles Capital reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • Miles Capital sold 9,414 State Street Energy Select Sector SPDR ETF shares in Q3 2014, an estimated $471K.
  • Miles Capital first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 5 quarters.
  • Miles Capital's State Street Energy Select Sector SPDR ETF position peaked at $502K in Q1 2014.
  • 452 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2014.

Based on Miles Capital's 13F filing for Q3 2014, filed 13 Nov 2014.