Tiedemann Wealth Management Holdings’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tiedemann Wealth Management Holdings’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 Q2	–	Sell	-25,800	Closed	-$902K	–	10
2017 Q1	$902K	Hold	25,800	–	–	3.64%	8
2016 Q4	$971K	Buy	25,800 +10,320	+67%	+$373K	2.16%	11
2016 Q3	$547K	Buy	+15,480	New	+$530K	1.36%	9

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tiedemann Wealth Management Holdings's XLE Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2017, closing a stake of 25,800 shares — an estimated $902K sold.

Tiedemann Wealth Management Holdings first reported a position in XLE in Q3 2016 and held it in 3 quarters. The position peaked at $971K in Q4 2016. 716 funds tracked by Wall St. Rank hold XLE as of Q2 2017.

Tiedemann Wealth Management Holdings reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Tiedemann Wealth Management Holdings sold 25,800 State Street Energy Select Sector SPDR ETF shares in Q2 2017, an estimated $902K.
Tiedemann Wealth Management Holdings first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
Tiedemann Wealth Management Holdings's State Street Energy Select Sector SPDR ETF position peaked at $971K in Q4 2016.
716 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.