Peachtree Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Peachtree Investment 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
2017 Q1	–	Sell	-5,490	Closed	-$207K	–	89
2016 Q4	$207K	Sell	5,490 -900	-14%	-$32.5K	0.2%	88
2016 Q3	$226K	Sell	6,390 -770	-11%	-$26.4K	0.22%	83
2016 Q2	$244K	Sell	7,160 -2,140	-23%	-$70.6K	0.25%	84
2016 Q1	$288K	Hold	9,300	–	–	0.29%	79
2015 Q4	$280K	Sell	9,300 -370	-4%	-$12.2K	0.29%	79
2015 Q3	$296K	Sell	9,670 -2,910	-23%	-$98.1K	0.31%	86
2015 Q2	$473K	Sell	12,580 -1,990	-14%	-$79K	0.35%	73
2015 Q1	$565K	Sell	14,570 -4,780	-25%	-$185K	0.41%	70
2014 Q4	$766K	Buy	19,350 +18,550	+2,319%	+$771K	0.51%	53
2014 Q3	$36K	Buy	+800	New	+$38.7K	0.02%	224

Other funds holding XLE

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citigroup New York $235B AUM 32.99% 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

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

Peachtree Investment Advisors's XLE Position: Q1 2017 in Review

Peachtree Investment Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 5,490 shares — an estimated $207K sold.

Peachtree Investment Advisors first reported a position in XLE in Q3 2014 and held it in 10 quarters. The position peaked at $766K in Q4 2014. 743 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

Peachtree Investment Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Peachtree Investment Advisors sold 5,490 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $207K.
Peachtree Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2014 and held it in 10 quarters.
Peachtree Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $766K in Q4 2014.
743 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Peachtree Investment Advisors's 13F filing for Q1 2017, filed 6 Apr 2017.