Willingdon Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
SGI
Willingdon Wealth Management's XLE Position: Q2 2018 in Review
Willingdon Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2018, closing a stake of 472 shares — an estimated $16K sold.
Willingdon Wealth Management first reported a position in XLE in Q4 2014 and held it in 4 quarters. The position peaked at $390K in Q4 2014. 877 funds tracked by Wall St. Rank hold XLE as of Q2 2018.
- Willingdon Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
- Willingdon Wealth Management sold 472 State Street Energy Select Sector SPDR ETF shares in Q2 2018, an estimated $16K.
- Willingdon Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
- Willingdon Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $390K in Q4 2014.
- 877 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2018.
Based on Willingdon Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.