Apriem Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Apriem Advisors’s Portfolio XOP Stock Details XOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,838	Closed	-$318K	–	146
2018 Q3	$318K	Sell	1,838 -25	-1%	-$4.21K	0.07%	105
2018 Q2	$321K	Sell	1,863 -350	-16%	-$56.4K	0.07%	98
2018 Q1	$312K	Buy	2,213 +238	+12%	+$34.1K	0.08%	95
2017 Q4	$294K	Sell	1,975 -325	-14%	-$45.3K	0.07%	103
2017 Q3	$314K	Buy	+2,300	New	+$288K	0.08%	99

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apriem Advisors's XOP Position: Q4 2018 in Review

Apriem Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2018, closing a stake of 1,838 shares — an estimated $318K sold.

Apriem Advisors first reported a position in XOP in Q3 2017 and held it in 5 quarters. The position peaked at $321K in Q2 2018. 239 funds tracked by Wall St. Rank hold XOP as of Q4 2018.

Apriem Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
Apriem Advisors sold 1,838 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $318K.
Apriem Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2017 and held it in 5 quarters.
Apriem Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $321K in Q2 2018.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2018.

Based on Apriem Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.