Robertson Stephens Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$4.18M Buy
122,184
+42,844
+54% +$1.39M 3.61% 8
2017
Q2
$2.58M Buy
79,340
+12,682
+19% +$426K 2.31% 14
2017
Q1
$2.27M Buy
66,658
+12,656
+23% +$457K 2.02% 14
2016
Q4
$2.03M Buy
+54,002
New +$1.95M 1.16% 28

Other funds holding XLE

Robertson Stephens Advisors's XLE Position: Q3 2017 in Review

Robertson Stephens Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 54% in Q3 2017, buying an estimated $1.39M and bringing the position to 122,184 shares worth $4.18M. The position accounts for 3.61% of the portfolio, ranked #8.

Robertson Stephens Advisors first reported a position in XLE in Q4 2016 and has held it in 4 quarters since. 724 funds tracked by Wall St. Rank hold XLE as of Q3 2017.

  • Robertson Stephens Advisors held 122,184 shares of State Street Energy Select Sector SPDR ETF worth $4.18M as of Q3 2017.
  • Robertson Stephens Advisors bought 42,844 State Street Energy Select Sector SPDR ETF shares in Q3 2017, an estimated $1.39M.
  • State Street Energy Select Sector SPDR ETF made up 3.61% of Robertson Stephens Advisors's portfolio in Q3 2017, its #8 holding.
  • Robertson Stephens Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2016 and has held it in 4 quarters since.
  • 724 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.