Quad-Cities Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-500	Closed	-$15K	–	712
2019 Q3	$15K	Sell	500 -64	-11%	-$1.94K	0.01%	542
2019 Q2	$18K	Hold	564	–	–	0.02%	520
2019 Q1	$19K	Buy	564 +500	+781%	+$16.1K	0.02%	503
2018 Q4	$2K	Hold	64	–	–	﹤0.01%	789
2018 Q3	$2K	Hold	64	–	–	﹤0.01%	802
2018 Q2	$2K	Buy	+64	New	+$2.38K	﹤0.01%	804

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

Quad-Cities Investment Group's XLE Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2019, closing a stake of 500 shares — an estimated $15K sold.

Quad-Cities Investment Group first reported a position in XLE in Q2 2018 and held it in 6 quarters. The position peaked at $19K in Q1 2019. 891 funds tracked by Wall St. Rank hold XLE as of Q4 2019.

Quad-Cities Investment Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 500 State Street Energy Select Sector SPDR ETF shares in Q4 2019, an estimated $15K.
Quad-Cities Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $19K in Q1 2019.
891 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.