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Montag & Caldwell’s Energy Select Sector SPDR Fund XLE Stock Holding History

Montag & Caldwell’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,541
Closed -$267K – 93
2016
Q4 		$267K Buy
+3,541
New +$267K 0.01% 82