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Robertson Stephens Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Robertson Stephens Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$4.18M Buy
61,092
+21,422
+54% +$1.47M 3.61% 8
2017
Q2 		$2.58M Buy
39,670
+6,341
+19% +$412K 2.31% 14
2017
Q1 		$2.27M Buy
33,329
+6,328
+23% +$430K 2.02% 14
2016
Q4 		$2.03M Buy
+27,001
New +$2.03M 1.16% 27