Moody Lynn & Lieberson’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Moody Lynn & Lieberson’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 Q3	–	Sell	-15,436	Closed	-$501K	–	221
2017 Q2	$501K	Buy	+15,436	New	+$519K	0.07%	155
2017 Q1	–	Sell	-94,150	Closed	-$3.55M	–	185
2016 Q4	$3.55M	Buy	+94,150	New	+$3.4M	0.51%	54
2014 Q2	–	Sell	-35,200	Closed	-$1.57M	–	213
2014 Q1	$1.57M	Buy	35,200 +21,620	+159%	+$933K	0.23%	100
2013 Q4	$601K	Buy	+13,580	New	+$585K	0.08%	124

Other funds holding XLE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

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

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

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

Moody Lynn & Lieberson's XLE Position: Q3 2017 in Review

Moody Lynn & Lieberson sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2017, closing a stake of 15,436 shares — an estimated $501K sold.

Moody Lynn & Lieberson first reported a position in XLE in Q4 2013 and held it in 4 quarters. The position peaked at $3.55M in Q4 2016. 725 funds tracked by Wall St. Rank hold XLE as of Q3 2017.

Moody Lynn & Lieberson reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Moody Lynn & Lieberson sold 15,436 State Street Energy Select Sector SPDR ETF shares in Q3 2017, an estimated $501K.
Moody Lynn & Lieberson first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and held it in 4 quarters.
Moody Lynn & Lieberson's State Street Energy Select Sector SPDR ETF position peaked at $3.55M in Q4 2016.
725 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2017, filed 6 Nov 2017.