Zurich Cantonal Bank’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Zurich Cantonal Bank’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	-8,294	Closed	-$280K	–	2545
2018 Q1	$280K	Hold	8,294	–	–	﹤0.01%	1041
2017 Q4	$300K	Hold	8,294	–	–	﹤0.01%	992
2017 Q3	$284K	Buy	+8,294	New	+$270K	﹤0.01%	936
2017 Q2	–	Sell	-8,294	Closed	-$290K	–	2570
2017 Q1	$290K	Sell	8,294 -13,720	-62%	-$496K	﹤0.01%	920
2016 Q4	$829K	Buy	22,014 +12,000	+120%	+$434K	0.01%	814
2016 Q3	$354K	Hold	10,014	–	–	﹤0.01%	890
2016 Q2	$342K	Sell	10,014 -3,000	-23%	-$99K	﹤0.01%	880
2016 Q1	$403K	Hold	13,014	–	–	0.01%	857
2015 Q4	$394K	Hold	13,014	–	–	0.01%	870
2015 Q3	$398K	Hold	13,014	–	–	0.01%	867
2015 Q2	$489K	Sell	13,014 -472	-3%	-$18.7K	0.01%	851
2015 Q1	$523K	Sell	13,486 -32,346	-71%	-$1.25M	0.01%	826
2014 Q4	$1.81M	Buy	45,832 +30,632	+202%	+$1.27M	0.06%	408
2014 Q3	$689K	Sell	15,200 -2,000	-12%	-$96.9K	0.02%	617
2014 Q2	$861K	Buy	17,200 +10,200	+146%	+$483K	0.03%	593
2014 Q1	$312K	Hold	7,000	–	–	0.01%	785
2013 Q4	$310K	Sell	7,000 -3,000	-30%	-$129K	0.01%	753
2013 Q3	$414K	Sell	10,000 -2,600	-21%	-$107K	0.01%	658
2013 Q2	$494K	Buy	+12,600	New	+$499K	0.02%	574

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Zurich Cantonal Bank's XLE Position: Q2 2018 in Review

Zurich Cantonal Bank sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2018, closing a stake of 8,294 shares — an estimated $280K sold.

Zurich Cantonal Bank first reported a position in XLE in Q2 2013 and held it in 19 quarters. The position peaked at $1.81M in Q4 2014. 877 funds tracked by Wall St. Rank hold XLE as of Q2 2018.

Zurich Cantonal Bank reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Zurich Cantonal Bank sold 8,294 State Street Energy Select Sector SPDR ETF shares in Q2 2018, an estimated $280K.
Zurich Cantonal Bank first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 19 quarters.
Zurich Cantonal Bank's State Street Energy Select Sector SPDR ETF position peaked at $1.81M in Q4 2014.
877 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2018.

Based on Zurich Cantonal Bank's 13F filing for Q2 2018, filed 6 Aug 2018.