Outlook Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Outlook Wealth Advisors’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
2019 Q1	–	Sell	-18,420	Closed	-$528K	–	187
2018 Q4	$528K	Buy	+18,420	New	+$616K	0.24%	105

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Outlook Wealth Advisors's XLE Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 18,420 shares — an estimated $528K sold.

Outlook Wealth Advisors first reported a position in XLE in Q4 2018 and held it in 1 quarter. The position peaked at $528K in Q4 2018. 871 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

Outlook Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 18,420 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $528K.
Outlook Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
Outlook Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $528K in Q4 2018.
871 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.