United Capital Management of KS’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

United Capital Management of KS’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
2020 Q1	–	Sell	-6,668	Closed	-$200K	–	116
2019 Q4	$200K	Buy	+6,668	New	+$198K	0.13%	111
2019 Q2	–	Sell	-9,396	Closed	-$316K	–	109
2019 Q1	$316K	Sell	9,396 -4,116	-30%	-$132K	0.25%	86
2018 Q4	$387K	Sell	13,512 -1,046	-7%	-$35K	0.36%	77
2018 Q3	$547K	Buy	+14,558	New	+$546K	0.44%	67

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

United Capital Management of KS's XLE Position: Q1 2020 in Review

United Capital Management of KS sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2020, closing a stake of 6,668 shares — an estimated $200K sold.

United Capital Management of KS first reported a position in XLE in Q3 2018 and held it in 4 quarters. The position peaked at $547K in Q3 2018. 747 funds tracked by Wall St. Rank hold XLE as of Q1 2020.

United Capital Management of KS reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
United Capital Management of KS sold 6,668 State Street Energy Select Sector SPDR ETF shares in Q1 2020, an estimated $200K.
United Capital Management of KS first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2018 and held it in 4 quarters.
United Capital Management of KS's State Street Energy Select Sector SPDR ETF position peaked at $547K in Q3 2018.
747 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.