SevenBridge Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-268	Closed	-$9K	–	582
2019 Q2	$9K	Hold	268	–	–	﹤0.01%	467
2019 Q1	$9K	Hold	268	–	–	﹤0.01%	429
2018 Q4	$8K	Sell	268 -130	-33%	-$4.35K	﹤0.01%	400
2018 Q3	$15K	Hold	398	–	–	0.01%	374
2018 Q2	$15K	Hold	398	–	–	0.01%	377
2018 Q1	$13K	Sell	398 -510	-56%	-$18.1K	0.01%	399
2017 Q4	$33K	Hold	908	–	–	0.02%	315
2017 Q3	$31K	Hold	908	–	–	0.02%	318
2017 Q2	$29K	Hold	908	–	–	0.02%	336
2017 Q1	$32K	Sell	908 -332	-27%	-$12K	0.02%	313
2016 Q4	$44K	Hold	1,240	–	–	0.03%	271
2016 Q3	$44K	Sell	1,240 -124	-9%	-$4.25K	0.03%	269
2016 Q2	$47K	Buy	+1,364	New	+$45K	0.03%	286

Other funds holding XLE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

SevenBridge Financial Group's XLE Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2019, closing a stake of 268 shares — an estimated $9K sold.

SevenBridge Financial Group first reported a position in XLE in Q2 2016 and held it in 13 quarters. The position peaked at $47K in Q2 2016. 763 funds tracked by Wall St. Rank hold XLE as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 268 State Street Energy Select Sector SPDR ETF shares in Q3 2019, an estimated $9K.
SevenBridge Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $47K in Q2 2016.
763 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.