Windsor Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Windsor Financial Group’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
2014 Q2	–	Sell	-4,698	Closed	-$209K	–	78
2014 Q1	$209K	Hold	4,698	–	–	0.11%	73
2013 Q4	$208K	Buy	+4,698	New	+$202K	0.12%	72

Other funds holding XLE

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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

Windsor Financial Group's XLE Position: Q2 2014 in Review

Windsor Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2014, closing a stake of 4,698 shares — an estimated $209K sold.

Windsor Financial Group first reported a position in XLE in Q4 2013 and held it in 2 quarters. The position peaked at $209K in Q1 2014. 480 funds tracked by Wall St. Rank hold XLE as of Q2 2014.

Windsor Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
Windsor Financial Group sold 4,698 State Street Energy Select Sector SPDR ETF shares in Q2 2014, an estimated $209K.
Windsor Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and held it in 2 quarters.
Windsor Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $209K in Q1 2014.
480 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2014.

Based on Windsor Financial Group's 13F filing for Q2 2014, filed 8 Jul 2014.