Sunflower Bank Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sunflower Bank Wealth Management’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 Q4	–	Sell	-6,810	Closed	-$202K	–	136
2019 Q3	$202K	Sell	6,810 -96,610	-93%	-$2.92M	0.06%	128
2019 Q2	$3.29M	Sell	103,420 -680	-0.7%	-$21.8K	1.06%	19
2019 Q1	$3.44M	Sell	104,100 -2,210	-2%	-$71K	1.04%	22
2018 Q4	$3.05M	Buy	106,310 +84,190	+381%	+$2.82M	0.98%	21
2018 Q3	$838K	Hold	22,120	–	–	0.24%	66
2018 Q2	$840K	Sell	22,120 -15,596	-41%	-$579K	0.25%	64
2018 Q1	$1.27M	Sell	37,716 -560	-1%	-$19.8K	0.35%	45
2017 Q4	$1.38M	Buy	38,276 +27,406	+252%	+$943K	0.37%	42
2017 Q3	$372K	Sell	10,870 -1,240	-10%	-$40.3K	0.13%	71
2017 Q2	$393K	Sell	12,110 -55,644	-82%	-$1.87M	0.13%	75
2017 Q1	$2.37M	Buy	67,754 +3,670	+6%	+$133K	0.81%	24
2016 Q4	$2.41M	Sell	64,084 -180	-0.3%	-$6.51K	0.86%	22
2016 Q3	$2.27M	Buy	64,264 +54,084	+531%	+$1.85M	0.83%	22
2016 Q2	$347K	Buy	10,180 +130	+1%	+$4.29K	0.12%	75
2016 Q1	$311K	Sell	10,050 -48,206	-83%	-$1.4M	0.11%	75
2015 Q4	$1.76M	Buy	58,256 +48,520	+498%	+$1.6M	0.62%	34
2015 Q3	$298K	Sell	9,736 -860	-8%	-$29K	0.11%	73
2015 Q2	$398K	Buy	10,596 +280	+3%	+$11.1K	0.14%	71
2015 Q1	$400K	Sell	10,316 -800	-7%	-$31K	0.13%	75
2014 Q4	$440K	Buy	11,116 +1,830	+20%	+$76.1K	0.14%	73
2014 Q3	$421K	Sell	9,286 -70,334	-88%	-$3.41M	0.14%	69
2014 Q2	$3.98M	Buy	79,620 +72,914	+1,087%	+$3.45M	1.62%	12
2014 Q1	$299K	Hold	6,706	–	–	0.15%	75
2013 Q4	$297K	Hold	6,706	–	–	0.15%	73
2013 Q3	$278K	Sell	6,706 -388	-5%	-$16K	0.15%	71
2013 Q2	$278K	Buy	+7,094	New	+$281K	0.15%	70

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

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

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

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

SGI

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

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

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Sunflower Bank Wealth Management's XLE Position: Q4 2019 in Review

Sunflower Bank Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2019, closing a stake of 6,810 shares — an estimated $202K sold.

Sunflower Bank Wealth Management first reported a position in XLE in Q2 2013 and held it in 26 quarters. The position peaked at $3.98M in Q2 2014. 892 funds tracked by Wall St. Rank hold XLE as of Q4 2019.

Sunflower Bank Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Sunflower Bank Wealth Management sold 6,810 State Street Energy Select Sector SPDR ETF shares in Q4 2019, an estimated $202K.
Sunflower Bank Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 26 quarters.
Sunflower Bank Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $3.98M in Q2 2014.
892 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2019.

Based on Sunflower Bank Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.