Princeton Portfolio Strategies Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Princeton Portfolio Strategies Group’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
2015 Q3	–	Sell	-9,400	Closed	-$353K	–	143
2015 Q2	$353K	Buy	+9,400	New	+$373K	0.12%	108

Other funds holding XLE

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 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

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

SGI

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

Princeton Portfolio Strategies Group's XLE Position: Q3 2015 in Review

Princeton Portfolio Strategies Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2015, closing a stake of 9,400 shares — an estimated $353K sold.

Princeton Portfolio Strategies Group first reported a position in XLE in Q2 2015 and held it in 1 quarter. The position peaked at $353K in Q2 2015. 563 funds tracked by Wall St. Rank hold XLE as of Q3 2015.

Princeton Portfolio Strategies Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 9,400 State Street Energy Select Sector SPDR ETF shares in Q3 2015, an estimated $353K.
Princeton Portfolio Strategies Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2015 and held it in 1 quarter.
Princeton Portfolio Strategies Group's State Street Energy Select Sector SPDR ETF position peaked at $353K in Q2 2015.
563 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2015.

Based on Princeton Portfolio Strategies Group's 13F filing for Q3 2015, filed 13 Nov 2015.