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Disclosery

MD Financial Management Inc.: XLE position timeline

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

MD Financial Management Inc. held 210,339 XLE shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 210,339 shares
    Change vs previous 13F -351,237 shares

    0.28% of the 13F portfolio, value $11,674,000.

    13F-HR 0001724264-22-000005 filed by MD Financial 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 ended2021-09-30
    13F/A 561,576 shares
    Change vs previous 13F +161,678 shares

    0.74% of the 13F portfolio, value $29,252,000.

    13F-HR/A 0001724264-22-000003 filed by MD Financial 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 ended2021-06-30
    13F 399,898 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $21,543,000.

    13F-HR 0001724264-21-000008 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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