Pineno Levin & Ford Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Pineno Levin & Ford Asset 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
2020 Q4	–	Sell	-61,860	Closed	-$926K	–	109
2020 Q3	$926K	Buy	+61,860	New	+$1.1M	0.38%	51

Other funds holding XLE

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pineno Levin & Ford Asset Management's XLE Position: Q4 2020 in Review

Pineno Levin & Ford Asset Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2020, closing a stake of 61,860 shares — an estimated $926K sold.

Pineno Levin & Ford Asset Management first reported a position in XLE in Q3 2020 and held it in 1 quarter. The position peaked at $926K in Q3 2020. 971 funds tracked by Wall St. Rank hold XLE as of Q4 2020.

Pineno Levin & Ford Asset Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Pineno Levin & Ford Asset Management sold 61,860 State Street Energy Select Sector SPDR ETF shares in Q4 2020, an estimated $926K.
Pineno Levin & Ford Asset Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
Pineno Levin & Ford Asset Management's State Street Energy Select Sector SPDR ETF position peaked at $926K in Q3 2020.
971 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2020.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.