Oak Point Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Oak Point Wealth 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 Q1	$1.01M	Buy	+30,852	New	+$1.09M	1.03%	40

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SGI

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Oak Point Wealth Management's XLE Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2018: 30,852 shares worth $1.01M. The stake represents 1.03% of the portfolio and ranks #40 among its holdings.

828 funds tracked by Wall St. Rank hold XLE as of Q1 2018.

Oak Point Wealth Management held 30,852 shares of State Street Energy Select Sector SPDR ETF worth $1.01M as of Q1 2018.
State Street Energy Select Sector SPDR ETF was a new Oak Point Wealth Management position in Q1 2018.
State Street Energy Select Sector SPDR ETF made up 1.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #40 holding.
828 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.