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BTR CAPITAL MANAGEMENT INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTR CAPITAL MANAGEMENT INC on XLE, newest first. How the timeline and the estimate are built.

BTR CAPITAL MANAGEMENT INC held 14,140 XLE shares at 2022-09-30 per its 13F-HR filed 2022-10-12.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 14,140 shares
    Change vs previous 13F -330 shares

    0.16% of the 13F portfolio, value $1,018,000.

    13F-HR 0000883790-22-000008 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 14,470 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,035,000.

    13F-HR 0000883790-22-000006 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 14,470 shares
    Change vs previous 13F -1,055 shares

    0.14% of the 13F portfolio, value $1,106,000.

    13F-HR 0000883790-22-000004 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 15,525 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $862,000.

    13F-HR 0000883790-22-000002 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 15,525 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $809,000.

    13F-HR 0000883790-21-000009 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 15,525 shares
    Change vs previous 13F +350 shares

    0.1% of the 13F portfolio, value $836,000.

    13F-HR 0000883790-21-000006 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 15,175 shares
    Change vs previous 13F +900 shares

    0.11% of the 13F portfolio, value $745,000.

    13F-HR 0000883790-21-000004 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 14,275 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $541,000.

    13F-HR 0000883790-21-000002 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).