Skip to content
Disclosery

F-Squared Investment Management, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of F-Squared Investment Management, LLC on XLE, newest first. How the timeline and the estimate are built.

F-Squared Investment Management, LLC held 63,645 XLE shares at 2015-06-30 per its 13F-HR filed 2015-08-05.

the latest 13F is the newest step

  1. period ended2015-06-30
    13F 63,645 shares
    Change vs previous 13F +14,091 shares

    0.31% of the 13F portfolio, value $4,784,000.

    13F-HR 0001512383-15-000003 filed by F-Squared Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-03-31
    13F 49,554 shares
    Change vs previous 13F +49,554 shares

    0.15% of the 13F portfolio, value $3,844,000.

    13F-HR 0001512383-15-000002 filed by F-Squared Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-09-30
    13F 0 shares
    Change vs previous 13F -38,470 shares

    13F-HR 0001512383-14-000009 filed by F-Squared Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2014-06-30
    13F 38,470 shares
    Change vs previous 13F -61,360 shares

    0.1% of the 13F portfolio, value $3,851,000.

    13F-HR 0001512383-14-000006 filed by F-Squared Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-03-31
    13F 99,830 shares
    Change vs previous 13F +38,409 shares

    0.25% of the 13F portfolio, value $8,891,000.

    13F-HR 0001512383-14-000004 filed by F-Squared Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-12-31
    13F 61,421 shares
    Change vs previous 13F +17,497 shares

    0.18% of the 13F portfolio, value $5,436,000.

    13F-HR 0001512383-14-000002 filed by F-Squared Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-09-30
    13F 43,924 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,642,000.

    13F-HR 0001512383-13-000006 filed by F-Squared Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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