Riverpoint Wealth Management Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Riverpoint Wealth Management Holdings’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
2018 Q4	–	Sell	-16,064	Closed	-$610K	–	70
2018 Q3	$610K	Buy	16,064 +158	+1%	+$5.92K	0.31%	29
2018 Q2	$604K	Buy	+15,906	New	+$591K	0.34%	29
2017 Q4	–	Sell	-10,456	Closed	-$357K	–	50
2017 Q3	$357K	Sell	10,456 -136	-1%	-$4.42K	0.23%	32
2017 Q2	$340K	Sell	10,592 -6,410	-38%	-$215K	0.24%	31
2017 Q1	$597K	Sell	17,002 -738	-4%	-$26.7K	0.45%	19
2016 Q4	$659K	Buy	+17,740	New	+$642K	0.53%	19

Other funds holding XLE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Riverpoint Wealth Management Holdings's XLE Position: Q4 2018 in Review

Riverpoint Wealth Management Holdings sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 16,064 shares — an estimated $610K sold.

Riverpoint Wealth Management Holdings first reported a position in XLE in Q4 2016 and held it in 6 quarters. The position peaked at $659K in Q4 2016. 898 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Riverpoint Wealth Management Holdings reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 16,064 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $610K.
Riverpoint Wealth Management Holdings first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and held it in 6 quarters.
Riverpoint Wealth Management Holdings's State Street Energy Select Sector SPDR ETF position peaked at $659K in Q4 2016.
898 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.