Julex Capital Management, LLC XLU Holdings History
Number of Shares
49,988.00
Current Holdings Value*
$3.24 Mil
% of Portfolio
7.7%
Total Estimate Gain
$2.77 Mil
% of Total Estimate Gain
12.60%
Julex Capital Management, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2019-09-30, Julex Capital Management, LLC held 49,988.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $3.24 Mil. This investment constitutes 7.7% of their stock portfolio, and Julex Capital Management, LLC now holds 0.02% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2018Q4. In addition, there have been 2 sales at an average price of $57.85 for 354,017.00 shares. Based on historical transaction data and XLU's current price of $85.05, Julex Capital Management, LLC's estimated gain on his XLU holdings is $2.77 Mil, reflecting a 12.60% gain to date.
Julex Capital Management, LLC XLU ($85.05) Holding Chart
Julex Capital Management, LLC XLU ($85.05) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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