Nachman Norwood & Parrott’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-300	Closed	-$4K	–	1059
2020 Q3	$4K	Buy	+300	New	+$5.33K	﹤0.01%	1017
2019 Q4	–	Sell	-8,360	Closed	-$247K	–	254
2019 Q3	$247K	Buy	8,360 +60	+0.7%	+$1.81K	0.04%	217
2019 Q2	$264K	Hold	8,300	–	–	0.05%	214
2019 Q1	$274K	Sell	8,300 -250	-3%	-$8.03K	0.05%	199
2018 Q4	$245K	Buy	+8,550	New	+$286K	0.05%	197

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nachman Norwood & Parrott's XLE Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2020, closing a stake of 300 shares — an estimated $4K sold.

Nachman Norwood & Parrott first reported a position in XLE in Q4 2018 and held it in 5 quarters. The position peaked at $274K in Q1 2019. 971 funds tracked by Wall St. Rank hold XLE as of Q4 2020.

Nachman Norwood & Parrott reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 300 State Street Energy Select Sector SPDR ETF shares in Q4 2020, an estimated $4K.
Nachman Norwood & Parrott first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 5 quarters.
Nachman Norwood & Parrott's State Street Energy Select Sector SPDR ETF position peaked at $274K in Q1 2019.
971 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.