WealthShield’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthShield’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
2017 Q4	$16K	Buy	+448	New	+$15.4K	0.01%	185

Other funds holding XLE

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

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

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

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

SGI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

WealthShield's XLE Position: Q4 2017 in Review

WealthShield opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q4 2017: 448 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #185 among its holdings.

852 funds tracked by Wall St. Rank hold XLE as of Q4 2017.

WealthShield held 448 shares of State Street Energy Select Sector SPDR ETF worth $16K as of Q4 2017.
State Street Energy Select Sector SPDR ETF was a new WealthShield position in Q4 2017.
State Street Energy Select Sector SPDR ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #185 holding.
852 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.