Triangle Securities Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Triangle Securities 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
2018 Q4	–	Sell	-6,680	Closed	-$253K	–	148
2018 Q3	$253K	Sell	6,680 -550	-8%	-$20.6K	0.13%	129
2018 Q2	$275K	Hold	7,230	–	–	0.15%	126
2018 Q1	$244K	Sell	7,230 -82	-1%	-$2.9K	0.14%	127
2017 Q4	$264K	Sell	7,312 -190	-3%	-$6.54K	0.15%	121
2017 Q3	$257K	Sell	7,502 -280	-4%	-$9.11K	0.15%	123
2017 Q2	$253K	Sell	7,782 -1,010	-11%	-$33.9K	0.17%	119
2017 Q1	$307K	Hold	8,792	–	–	0.2%	108
2016 Q4	$331K	Sell	8,792 -2	-0%	-$72	0.22%	100
2016 Q3	$311K	Sell	8,794 -138	-2%	-$4.73K	0.22%	100
2016 Q2	$305K	Sell	8,932 -410	-4%	-$13.5K	0.23%	101
2016 Q1	$289K	Buy	+9,342	New	+$271K	0.19%	112
2015 Q4	–	Sell	-17,250	Closed	-$528K	–	139
2015 Q3	$528K	Buy	+17,250	New	+$581K	0.4%	78

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

Triangle Securities Wealth Management's XLE Position: Q4 2018 in Review

Triangle Securities Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2018, closing a stake of 6,680 shares — an estimated $253K sold.

Triangle Securities Wealth Management first reported a position in XLE in Q3 2015 and held it in 12 quarters. The position peaked at $528K in Q3 2015. 898 funds tracked by Wall St. Rank hold XLE as of Q4 2018.

Triangle Securities Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Triangle Securities Wealth Management sold 6,680 State Street Energy Select Sector SPDR ETF shares in Q4 2018, an estimated $253K.
Triangle Securities Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2015 and held it in 12 quarters.
Triangle Securities Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $528K in Q3 2015.
898 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2018.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.