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Weaver C. Barksdale & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Weaver C. Barksdale & Associates’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
Q2 		– Sell
-14,800
Closed -$517K – 530
2017
Q1 		$517K Buy
+14,800
New +$535K 0.61% 61

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Weaver C. Barksdale & Associates's XLE Position: Q2 2017 in Review

Weaver C. Barksdale & Associates sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2017, closing a stake of 14,800 shares — an estimated $517K sold.

Weaver C. Barksdale & Associates first reported a position in XLE in Q1 2017 and held it in 1 quarter. The position peaked at $517K in Q1 2017. 716 funds tracked by Wall St. Rank hold XLE as of Q2 2017.

  • Weaver C. Barksdale & Associates reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 14,800 State Street Energy Select Sector SPDR ETF shares in Q2 2017, an estimated $517K.
  • Weaver C. Barksdale & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2017 and held it in 1 quarter.
  • Weaver C. Barksdale & Associates's State Street Energy Select Sector SPDR ETF position peaked at $517K in Q1 2017.
  • 716 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2017, filed 13 Jul 2017.