Myriad Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Myriad Asset 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
2018 Q4	–	Sell	-779,900	Closed	-$29.5M	–	83
2018 Q3	$29.5M	Buy	+779,900	New	+$29.2M	4.26%	9

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Myriad Asset Management's XLE Position: Q4 2018 in Review

Myriad Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 779,900 shares — an estimated $29.5M sold.

Myriad Asset Management first reported a position in XLE in Q3 2018 and held it in 1 quarter. The position peaked at $29.5M in Q3 2018. 899 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Myriad Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Myriad Asset Management sold 779,900 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $29.5M.
Myriad Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
Myriad Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $29.5M in Q3 2018.
899 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Myriad Asset Management's 13F filing for Q4 2018, filed 13 Feb 2019.