Punch & Associates Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Punch & Associates Investment 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 Q1	–	Sell	-1,200	Closed	-$36K	–	247
2019 Q4	$36K	Sell	1,200 -9,800	-89%	-$291K	﹤0.01%	226
2019 Q3	$326K	Buy	+11,000	New	+$333K	0.03%	193

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

Punch & Associates Investment Management's XLE Position: Q1 2020 in Review

Punch & Associates Investment Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 1,200 shares — an estimated $36K sold.

Punch & Associates Investment Management first reported a position in XLE in Q3 2019 and held it in 2 quarters. The position peaked at $326K in Q3 2019. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

Punch & Associates Investment Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Punch & Associates Investment Management sold 1,200 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $36K.
Punch & Associates Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
Punch & Associates Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $326K in Q3 2019.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on Punch & Associates Investment Management's 13F filing for Q1 2020, filed 15 May 2020.