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Disclosery

Visionary Asset Management, Inc.: XLE position timeline

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

Visionary Asset Management, Inc. held 0 XLE shares at 2018-12-31 per its 13F-HR filed 2019-01-11.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 0 shares
    Change vs previous 13F -8,881 shares

    13F-HR 0001420506-19-000005 filed by Visionary Asset Management, Inc.
    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.

  2. period ended2018-09-30
    13F 8,881 shares
    Change vs previous 13F -988 shares

    0.22% of the 13F portfolio, value $673,000.

    13F-HR 0001420506-18-000803 filed by Visionary Asset 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 ended2018-06-30
    13F 9,869 shares
    Change vs previous 13F -1,739 shares

    0.25% of the 13F portfolio, value $749,000.

    13F-HR 0001420506-18-000580 filed by Visionary Asset 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 ended2018-03-31
    13F 11,608 shares
    Change vs previous 13F +189 shares

    0.25% of the 13F portfolio, value $783,000.

    13F-HR 0001420506-18-000288 filed by Visionary Asset 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 ended2017-12-31
    13F 11,419 shares
    Change vs previous 13F +1,089 shares

    0.23% of the 13F portfolio, value $825,000.

    13F-HR 0001420506-18-000007 filed by Visionary Asset 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 ended2017-09-30
    13F 10,330 shares
    Change vs previous 13F -528 shares

    0.21% of the 13F portfolio, value $707,000.

    13F-HR 0001420506-17-000838 filed by Visionary Asset 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 ended2017-06-30
    13F 10,858 shares
    Change vs previous 13F -588 shares

    0.21% of the 13F portfolio, value $705,000.

    13F-HR 0001420506-17-000470 filed by Visionary Asset 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 ended2017-03-31
    13F 11,446 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $800,000.

    13F-HR 0001580642-17-002356 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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