SteelBridge Private Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SteelBridge Private Wealth Advisors’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 Q3	–	Sell	-11,140	Closed	-$362K	–	70
2017 Q2	$362K	Sell	11,140 -920	-8%	-$30.9K	0.51%	46
2017 Q1	$421K	Hold	12,060	–	–	0.64%	34
2016 Q4	$440K	Buy	+12,060	New	+$436K	0.69%	33
2016 Q2	–	Sell	-12,060	Closed	-$373K	–	55
2016 Q1	$373K	Buy	+12,060	New	+$350K	0.76%	24

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SteelBridge Private Wealth Advisors's XLE Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2017, closing a stake of 11,140 shares — an estimated $362K sold.

SteelBridge Private Wealth Advisors first reported a position in XLE in Q1 2016 and held it in 4 quarters. The position peaked at $440K in Q4 2016. 724 funds tracked by Wall St. Rank hold XLE as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 11,140 State Street Energy Select Sector SPDR ETF shares in Q3 2017, an estimated $362K.
SteelBridge Private Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and held it in 4 quarters.
SteelBridge Private Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $440K in Q4 2016.
724 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.