Tower Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Tower Trust’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
2014 Q1	$1.38M	Buy	30,876 +1,252	+4%	+$54K	0.87%	31
2013 Q4	$1.31M	Buy	29,624 +3,018	+11%	+$130K	0.79%	37
2013 Q3	$1.1M	Buy	26,606 +3,382	+15%	+$139K	0.75%	43
2013 Q2	$909K	Buy	+23,224	New	+$920K	0.65%	48

Other funds holding XLE

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Tower Trust's XLE Position: Q1 2014 in Review

Tower Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q1 2014, buying an estimated $54K and bringing the position to 30,876 shares worth $1.38M. The position accounts for 0.87% of the portfolio, ranked #31.

Tower Trust first reported a position in XLE in Q2 2013 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold XLE as of Q1 2014.

Tower Trust held 30,876 shares of State Street Energy Select Sector SPDR ETF worth $1.38M as of Q1 2014.
Tower Trust bought 1,252 State Street Energy Select Sector SPDR ETF shares in Q1 2014, an estimated $54K.
State Street Energy Select Sector SPDR ETF made up 0.87% of Tower Trust's portfolio in Q1 2014, its #31 holding.
Tower Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 4 quarters since.
442 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.