The fund held apprx 2.87% shares in COE as of Dec 2018, so...

The fund held apprx 2.87% shares in COE as of Dec 2018, so perhaps offloading it via a nominated acct (eg: BNP, UBS or someone else). They dont feature in the list on the last Annual report as the cut-off was 6.02% for the 5 Insto's (on page-129).

Out of the Energy stks on the ASX, they held 1.47% in Santos, 1.4% in WPL, 1.14% OSH, 1.47% in Beach, 1.52% in Karoon, 1.53% in Senex.
They r also invested in Lithium stks i.e PLS, GXY, KDR etc, so its quite an interesting mix in their Portfolio.