Stanford Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-25,766	Closed	-$970K	–	310
2016 Q4	$970K	Hold	25,766	–	–	0.47%	21
2016 Q3	$910K	Hold	25,766	–	–	0.43%	23
2016 Q2	$879K	Buy	25,766 +1,300	+5%	+$42.9K	0.45%	21
2016 Q1	$757K	Hold	24,466	–	–	0.43%	20
2015 Q4	$738K	Buy	24,466 +6,620	+37%	+$218K	0.4%	21
2015 Q3	$546K	Buy	17,846 +12,440	+230%	+$419K	0.4%	23
2015 Q2	$203K	Buy	5,406 +1,570	+41%	+$62.3K	0.15%	50
2015 Q1	$149K	Buy	3,836 +200	+6%	+$7.75K	0.12%	70
2014 Q4	$144K	Buy	+3,636	New	+$151K	0.12%	71

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stanford Investment Group's XLE Position: Q1 2017 in Review

Stanford Investment Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2017, closing a stake of 25,766 shares — an estimated $970K sold.

Stanford Investment Group first reported a position in XLE in Q4 2014 and held it in 9 quarters. The position peaked at $970K in Q4 2016. 744 funds tracked by Wall St. Rank hold XLE as of Q1 2017.

Stanford Investment Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 25,766 State Street Energy Select Sector SPDR ETF shares in Q1 2017, an estimated $970K.
Stanford Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $970K in Q4 2016.
744 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.