Neuburgh Advisers’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-14,552
Closed -$526K 905
2017
Q4
$526K Sell
14,552
-252,824
-95% -$8.7M 0.02% 417
2017
Q3
$9.15M Sell
267,376
-26,248
-9% -$854K 0.34% 67
2017
Q2
$9.53M Buy
293,624
+159,664
+119% +$5.37M 0.36% 63
2017
Q1
$4.68M Buy
+133,960
New +$4.84M 0.19% 108

Other funds holding XLE

Neuburgh Advisers's XLE Position: Q1 2018 in Review

Neuburgh Advisers sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2018, closing a stake of 14,552 shares — an estimated $526K sold.

Neuburgh Advisers first reported a position in XLE in Q1 2017 and held it in 4 quarters. The position peaked at $9.53M in Q2 2017. 827 funds tracked by Wall St. Rank hold XLE as of Q1 2018.

  • Neuburgh Advisers reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Neuburgh Advisers sold 14,552 State Street Energy Select Sector SPDR ETF shares in Q1 2018, an estimated $526K.
  • Neuburgh Advisers first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and held it in 4 quarters.
  • Neuburgh Advisers's State Street Energy Select Sector SPDR ETF position peaked at $9.53M in Q2 2017.
  • 827 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2018.

Based on Neuburgh Advisers's 13F filing for Q1 2018, filed 8 May 2018.