MYCIO Wealth Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-11,784	Closed	-$354K	–	421
2019 Q4	$354K	Sell	11,784 -78	-0.7%	-$2.31K	0.02%	246
2019 Q3	$351K	Buy	11,862 +3,342	+39%	+$101K	0.03%	221
2019 Q2	$271K	Buy	8,520 +60	+0.7%	+$1.92K	0.02%	256
2019 Q1	$280K	Sell	8,460 -1,950	-19%	-$62.6K	0.02%	227
2018 Q4	$299K	Buy	10,410 +76	+0.7%	+$2.54K	0.03%	205
2018 Q3	$391K	Sell	10,334 -342	-3%	-$12.8K	0.04%	180
2018 Q2	$405K	Buy	+10,676	New	+$397K	0.04%	176
2016 Q4	–	Sell	-156	Closed	-$6K	–	682
2016 Q3	$6K	Sell	156 -1,854	-92%	-$63.5K	﹤0.01%	648
2016 Q2	$69K	Buy	2,010 +12	+0.6%	+$396	0.01%	296
2016 Q1	$62K	Buy	1,998 +14	+0.7%	+$406	0.01%	293
2015 Q4	$60K	Sell	1,984 -1,056	-35%	-$34.8K	0.01%	266
2015 Q3	$93K	Buy	3,040 +726	+31%	+$24.5K	0.02%	220
2015 Q2	$87K	Hold	2,314	–	–	0.02%	234
2015 Q1	$90K	Buy	2,314 +2,166	+1,464%	+$83.9K	0.02%	218
2014 Q4	$6K	Hold	148	–	–	﹤0.01%	513
2014 Q3	$7K	Buy	148 +2	+1%	+$97	﹤0.01%	486
2014 Q2	$7K	Hold	146	–	–	﹤0.01%	503
2014 Q1	$6K	Buy	146 +2	+1%	+$86	﹤0.01%	519
2013 Q4	$6K	Hold	144	–	–	﹤0.01%	495
2013 Q3	$6K	Hold	144	–	–	﹤0.01%	448
2013 Q2	$6K	Buy	+144	New	+$5.71K	﹤0.01%	465

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

SGI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MYCIO Wealth Partners's XLE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 11,784 shares — an estimated $354K sold.

MYCIO Wealth Partners first reported a position in XLE in Q2 2013 and held it in 21 quarters. The position peaked at $405K in Q2 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 11,784 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $354K.
MYCIO Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 21 quarters.
MYCIO Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $405K in Q2 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.