W.H. Reaves & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

W.H. Reaves & Co’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 Q1	–	Sell	-11,660	Closed	-$334K	–	83
2018 Q4	$334K	Buy	+11,660	New	+$390K	0.01%	79
2017 Q1	–	Sell	-19,820	Closed	-$746K	–	84
2016 Q4	$746K	Buy	+19,820	New	+$717K	0.03%	76
2016 Q1	–	Sell	-40,820	Closed	-$1.23M	–	107
2015 Q4	$1.23M	Buy	+40,820	New	+$1.34M	0.05%	80
2015 Q1	–	Sell	-11,850	Closed	-$469K	–	120
2014 Q4	$469K	Buy	+11,850	New	+$493K	0.02%	104

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

W.H. Reaves & Co's XLE Position: Q1 2019 in Review

W.H. Reaves & Co sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2019, closing a stake of 11,660 shares — an estimated $334K sold.

W.H. Reaves & Co first reported a position in XLE in Q4 2014 and held it in 4 quarters. The position peaked at $1.23M in Q4 2015. 871 funds tracked by Wall St. Rank hold XLE as of Q1 2019.

W.H. Reaves & Co reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
W.H. Reaves & Co sold 11,660 State Street Energy Select Sector SPDR ETF shares in Q1 2019, an estimated $334K.
W.H. Reaves & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
W.H. Reaves & Co's State Street Energy Select Sector SPDR ETF position peaked at $1.23M in Q4 2015.
871 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2019.

Based on W.H. Reaves & Co's 13F filing for Q1 2019, filed 8 May 2019.