Townsend & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Townsend & Associates’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
2018 Q4	–	Sell	-80	Closed	-$3K	–	148
2018 Q3	$3K	Hold	80	–	–	﹤0.01%	153
2018 Q2	$3K	Buy	+80	New	+$2.97K	﹤0.01%	153

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

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

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

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Townsend & Associates's XLE Position: Q4 2018 in Review

Townsend & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 80 shares — an estimated $3K sold.

Townsend & Associates first reported a position in XLE in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 898 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Townsend & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Townsend & Associates sold 80 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $3K.
Townsend & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2018 and held it in 2 quarters.
Townsend & Associates's State Street Energy Select Sector SPDR ETF position peaked at $3K in Q3 2018.
898 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Townsend & Associates's 13F filing for Q4 2018, filed 15 Jan 2019.