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WealthTrust-Arizona’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-120
Closed -$4K – 716
2018
Q1 		$4K Buy
+120
New +$4.25K ﹤0.01% 525

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

WealthTrust-Arizona's XLE Position: Q2 2018 in Review

WealthTrust-Arizona sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2018, closing a stake of 120 shares — an estimated $4K sold.

WealthTrust-Arizona first reported a position in XLE in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 877 funds tracked by Wall St. Rank hold XLE as of Q2 2018.

  • WealthTrust-Arizona reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 120 State Street Energy Select Sector SPDR ETF shares in Q2 2018, an estimated $4K.
  • WealthTrust-Arizona first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and held it in 1 quarter.
  • WealthTrust-Arizona's State Street Energy Select Sector SPDR ETF position peaked at $4K in Q1 2018.
  • 877 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.