Vanguard Capital Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vanguard Capital Wealth Advisors’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
2019 Q3	–	Sell	-8,302	Closed	-$264K	–	136
2019 Q2	$264K	Buy	+8,302	New	+$266K	0.32%	86

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Vanguard Capital Wealth Advisors's XLE Position: Q3 2019 in Review

Vanguard Capital Wealth Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2019, closing a stake of 8,302 shares — an estimated $264K sold.

Vanguard Capital Wealth Advisors first reported a position in XLE in Q2 2019 and held it in 1 quarter. The position peaked at $264K in Q2 2019. 763 funds tracked by Wall St. Rank hold XLE as of Q3 2019.

Vanguard Capital Wealth Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 8,302 State Street Energy Select Sector SPDR ETF shares in Q3 2019, an estimated $264K.
Vanguard Capital Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2019 and held it in 1 quarter.
Vanguard Capital Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $264K in Q2 2019.
763 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.