Rowland Carmichael 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
2016
Q2
Sell
-2,296
Closed -$71K 315
2016
Q1
$71K Buy
+2,296
New +$66.6K 0.07% 165

Other funds holding XLE

Rowland Carmichael Advisors's XLE Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2016, closing a stake of 2,296 shares — an estimated $71K sold.

Rowland Carmichael Advisors first reported a position in XLE in Q1 2016 and held it in 1 quarter. The position peaked at $71K in Q1 2016. 647 funds tracked by Wall St. Rank hold XLE as of Q2 2016.

  • Rowland Carmichael Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,296 State Street Energy Select Sector SPDR ETF shares in Q2 2016, an estimated $71K.
  • Rowland Carmichael Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's State Street Energy Select Sector SPDR ETF position peaked at $71K in Q1 2016.
  • 647 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.