Princeton Capital Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Princeton Capital 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 Q4	–	Sell	-536	Closed	-$16K	–	221
2019 Q3	$16K	Hold	536	–	–	0.01%	195
2019 Q2	$17K	Hold	536	–	–	0.01%	196
2019 Q1	$18K	Hold	536	–	–	0.01%	192
2018 Q4	$15K	Sell	536 -1,200	-69%	-$40.2K	0.01%	200
2018 Q3	$66K	Buy	1,736 +600	+53%	+$22.5K	0.03%	157
2018 Q2	$43K	Hold	1,136	–	–	0.02%	178
2018 Q1	$38K	Buy	+1,136	New	+$40.2K	0.02%	179

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

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

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

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

SGI

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

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Princeton Capital Management's XLE Position: Q4 2019 in Review

Princeton Capital Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2019, closing a stake of 536 shares — an estimated $16K sold.

Princeton Capital Management first reported a position in XLE in Q1 2018 and held it in 7 quarters. The position peaked at $66K in Q3 2018. 891 funds tracked by Wall St. Rank hold XLE as of Q4 2019.

Princeton Capital Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 536 State Street Energy Select Sector SPDR ETF shares in Q4 2019, an estimated $16K.
Princeton Capital Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 7 quarters.
Princeton Capital Management's State Street Energy Select Sector SPDR ETF position peaked at $66K in Q3 2018.
891 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.