AI
XES icon

Accredited Investors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Accredited Investors’s Portfolio XES Stock Details XES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,312
Closed -$715K – 125
2017
Q3 		$715K Buy
+4,312
New +$640K 0.2% 48

Other funds holding XES

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Accredited Investors's XES Position: Q4 2017 in Review

Accredited Investors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2017, closing a stake of 4,312 shares — an estimated $715K sold.

Accredited Investors first reported a position in XES in Q3 2017 and held it in 1 quarter. The position peaked at $715K in Q3 2017. 79 funds tracked by Wall St. Rank hold XES as of Q4 2017.

  • Accredited Investors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
  • Accredited Investors sold 4,312 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2017, an estimated $715K.
  • Accredited Investors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2017 and held it in 1 quarter.
  • Accredited Investors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $715K in Q3 2017.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2017.

Based on Accredited Investors's 13F filing for Q4 2017, filed 17 Jan 2018.