Signature Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Signature Wealth Management 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
2018 Q4	–	Sell	-216	Closed	-$7K	–	305
2018 Q3	$7K	Hold	216	–	–	0.01%	220
2018 Q2	$8K	Buy	216 +150	+227%	+$5.57K	0.01%	208
2018 Q1	$2K	Sell	66 -334	-84%	-$11.8K	﹤0.01%	302
2017 Q4	$14K	Buy	+400	New	+$13.8K	0.01%	168

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Signature Wealth Management Group's XLE Position: Q4 2018 in Review

Signature Wealth Management Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 216 shares — an estimated $7K sold.

Signature Wealth Management Group first reported a position in XLE in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 898 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Signature Wealth Management Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 216 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $7K.
Signature Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $14K in Q4 2017.
898 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.