Scharf Investments’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Scharf Investments’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 Q1	–	Sell	-28,482	Closed	-$1.03M	–	55
2017 Q4	$1.03M	Buy	+28,482	New	+$980K	0.02%	38

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

Citigroup New York $235B AUM 32.99% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Scharf Investments's XLE Position: Q1 2018 in Review

Scharf Investments sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2018, closing a stake of 28,482 shares — an estimated $1.03M sold.

Scharf Investments first reported a position in XLE in Q4 2017 and held it in 1 quarter. The position peaked at $1.03M in Q4 2017. 827 funds tracked by Wall St. Rank hold XLE as of Q1 2018.

Scharf Investments reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Scharf Investments sold 28,482 State Street Energy Select Sector SPDR ETF shares in Q1 2018, an estimated $1.03M.
Scharf Investments first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
Scharf Investments's State Street Energy Select Sector SPDR ETF position peaked at $1.03M in Q4 2017.
827 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2018.

Based on Scharf Investments's 13F filing for Q1 2018, filed 14 May 2018.