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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: marc chatman who wrote (21714)5/8/1998 10:16:00 PM
From: waverider  Read Replies (4) of 95453
 
Here's some of the data, marc, on Fidelity's Select Energy Services:

Change in number of shares from 8/31/97 to 2/28/98 (in thousands):

Cliff's 342/132
DO 581/684
ESV 238/446
MDCO 378/653
NE 1,489/1,386 (I think I said they got more...they cut back)
VRC 567/1,113
UTI 37/0
SLB 576/512
CXIPY 582/675
RIG 456/892
EVI 549/743

Biggest % of investments:
RON 6.1
Halliburton 4.5
Baker Hughes 4.5
NE 4.3
R&B Falcon 4.3
SLB 4.2
Western Atlas 4.2 (what the hell do they do?)
RIG 4.2
McDermott 4.1
EVI 4.0

Bullish Regards,
<H>
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