Orgel Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SGI
Orgel Wealth Management's XLE Position: Q1 2016 in Review
Orgel Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2016, closing a stake of 9,610 shares — an estimated $290K sold.
Orgel Wealth Management first reported a position in XLE in Q4 2015 and held it in 1 quarter. The position peaked at $290K in Q4 2015. 624 funds tracked by Wall St. Rank hold XLE as of Q1 2016.
- Orgel Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
- Orgel Wealth Management sold 9,610 State Street Energy Select Sector SPDR ETF shares in Q1 2016, an estimated $290K.
- Orgel Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2015 and held it in 1 quarter.
- Orgel Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $290K in Q4 2015.
- 624 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2016.
Based on Orgel Wealth Management's 13F filing for Q1 2016, filed 6 May 2016.