Principal Street Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Principal Street Partners’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 Q1	–	Sell	-62,518	Closed	-$1.88M	–	200
2019 Q4	$1.88M	Sell	62,518 -71,306	-53%	-$2.11M	0.42%	48
2019 Q3	$3.96M	Buy	+133,824	New	+$4.05M	0.99%	44

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SGI

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Principal Street Partners's XLE Position: Q1 2020 in Review

Principal Street Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 62,518 shares — an estimated $1.88M sold.

Principal Street Partners first reported a position in XLE in Q3 2019 and held it in 2 quarters. The position peaked at $3.96M in Q3 2019. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Principal Street Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Principal Street Partners sold 62,518 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $1.88M.
Principal Street Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
Principal Street Partners's State Street Energy Select Sector SPDR ETF position peaked at $3.96M in Q3 2019.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Principal Street Partners's 13F filing for Q1 2020, filed 14 May 2020.