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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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. 876 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.
876 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.