Richard C. Young & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Richard C. Young & Co’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	-67,168	Closed	-$1.99M	–	71
2019 Q3	$1.99M	Buy	+67,168	New	+$2.03M	0.36%	60
2019 Q2	–	Sell	-301,690	Closed	-$8.65M	–	69
2019 Q1	$8.65M	Hold	301,690	–	–	1.65%	22
2018 Q4	$8.65M	Buy	+301,690	New	+$10.1M	1.85%	20

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

Richard C. Young & Co's XLE Position: Q4 2019 in Review

Richard C. Young & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2019, closing a stake of 67,168 shares — an estimated $1.99M sold.

Richard C. Young & Co first reported a position in XLE in Q4 2018 and held it in 3 quarters. The position peaked at $8.65M in Q1 2019. 892 funds tracked by Wall St. Rank hold XLE as of Q4 2019.

Richard C. Young & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Richard C. Young & Co sold 67,168 State Street Energy Select Sector SPDR ETF shares in Q4 2019, an estimated $1.99M.
Richard C. Young & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 3 quarters.
Richard C. Young & Co's State Street Energy Select Sector SPDR ETF position peaked at $8.65M in Q1 2019.
892 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2019.

Based on Richard C. Young & Co's 13F filing for Q4 2019, filed 12 Feb 2020.