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Disclosery

WHITNELL & CO.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WHITNELL & CO. on XLE, newest first. How the timeline and the estimate are built.

WHITNELL & CO. held 58,308 XLE shares at 2019-12-31 per its 13F-HR filed 2020-02-11.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 58,308 shares
    Change vs previous 13F -6,381 shares

    1.07% of the 13F portfolio, value $3,501,000.

    13F-HR 0001569173-20-000001 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F/A 64,689 shares
    Change vs previous 13F +1,134 shares

    1.28% of the 13F portfolio, value $3,830,000.

    13F-HR/A 0001569173-19-000005 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 63,555 shares
    Change vs previous 13F -2,170 shares

    1.52% of the 13F portfolio, value $4,049,000.

    13F-HR 0001569173-19-000003 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 65,725 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,346,000.

    13F-HR 0001569173-19-000002 filed by WHITNELL & CO.
    Filed (acceptance time not in the bulk data set), ingested

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