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

Northstar 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
2017 Q3	–	Sell	-10,710	Closed	-$343K	–	147
2017 Q2	$343K	Sell	10,710 -1,590	-13%	-$53.4K	0.31%	95
2017 Q1	$431K	Buy	+12,300	New	+$445K	0.4%	78

Other funds holding XLE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northstar Wealth Partners's XLE Position: Q3 2017 in Review

Northstar Wealth Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2017, closing a stake of 10,710 shares — an estimated $343K sold.

Northstar Wealth Partners first reported a position in XLE in Q1 2017 and held it in 2 quarters. The position peaked at $431K in Q1 2017. 724 funds tracked by Wall St. Rank hold XLE as of Q3 2017.

Northstar Wealth Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Northstar Wealth Partners sold 10,710 State Street Energy Select Sector SPDR ETF shares in Q3 2017, an estimated $343K.
Northstar Wealth Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and held it in 2 quarters.
Northstar Wealth Partners's State Street Energy Select Sector SPDR ETF position peaked at $431K in Q1 2017.
724 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2017.

Based on Northstar Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.