ZP
XLE icon

Zimmer Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Zimmer Partners’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
-200,000
Closed -$6.99M – 101
2017
Q1 		$6.99M Buy
+200,000
New +$7.23M 0.17% 75
2016
Q4 		– Sell
-1,500,000
Closed -$53M – 85
2016
Q3 		$53M Buy
+1,500,000
New +$51.4M 1.42% 21
2014
Q4 		– Sell
-250,000
Closed -$11.3M – 63
2014
Q3 		$11.3M Hold
250,000
– – 0.87% 35
2014
Q2 		$12.5M Buy
250,000
+50,000
+25% +$2.37M 1% 27
2014
Q1 		$8.91M Buy
+200,000
New +$8.63M 1.24% 26
2013
Q3 		– Sell
-46,000
Closed -$1.8M – 54
2013
Q2 		$1.8M Buy
+46,000
New +$1.82M 0.34% 36

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