Meritage Group XLE trades
Nathaniel Simons
Nathaniel Simons State Street Energy Select Sector SPDR ETF stake
total: 301
Trades details
- Total transactions:
- 2
- New positions:
- 1
- Sold out:
- 1
- Held since:
- 2013 Q2 or earlier
- Held for:
- 2+ quarters
- Latest activity:
- 2013 Q4
According to 2026 Q2 report, Nathaniel Simons doesn't hold any State Street Energy Select Sector SPDR ETF (XLE) shares. Meritage Group has held XLE since at least 2013 Q2 with 51,586 shares in our earliest available record. Since at least 2013 Q2, Meritage Group has made 1 more transaction.
When did Nathaniel Simons sell State Street Energy Select Sector SPDR ETF (XLE)?
Nathaniel Simons sold off the entire State Street Energy Select Sector SPDR ETF (XLE) position in 2013 Q4.
Estimated cost basis*
- Weighted AVG buy price:
- $39.16
- Weighted AVG sell price:
- $41.44
Nathaniel Simons's historical trades in State Street Energy Select Sector SPDR ETF
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.