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

Paulson 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
2019 Q2	–	Sell	-7,088	Closed	-$234K	–	115
2019 Q1	$234K	Sell	7,088 -2,804	-28%	-$90.1K	0.18%	101
2018 Q4	$309K	Sell	9,892 -8,866	-47%	-$297K	0.26%	84
2018 Q3	$646K	Sell	18,758 -104	-0.6%	-$3.9K	0.58%	52
2018 Q2	$716K	Sell	18,862 -996	-5%	-$37K	0.71%	44
2018 Q1	$669K	Sell	19,858 -1,262	-6%	-$44.7K	0.67%	52
2017 Q4	$763K	Buy	+21,120	New	+$727K	0.67%	45

Other funds holding XLE

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

SGI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Paulson Wealth Management's XLE Position: Q2 2019 in Review

Paulson Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 7,088 shares — an estimated $234K sold.

Paulson Wealth Management first reported a position in XLE in Q4 2017 and held it in 6 quarters. The position peaked at $763K in Q4 2017. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

Paulson Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Paulson Wealth Management sold 7,088 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $234K.
Paulson Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Paulson Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $763K in Q4 2017.
808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Paulson Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.