Asset Planning Services (Pennsylvania)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-454	Closed	-$41K	–	266
2019 Q3	$41K	Buy	454 +1	+0.2%	+$94	0.02%	141
2019 Q2	$49K	Buy	453 +2	+0.4%	+$231	0.02%	135
2019 Q1	$55K	Buy	451 +259	+135%	+$31.2K	0.03%	125
2018 Q4	$20K	Sell	192 -256	-57%	-$35.8K	0.01%	166
2018 Q3	$68K	Buy	448 +1	+0.2%	+$168	0.03%	109
2018 Q2	$77K	Hold	447	–	–	0.04%	106
2018 Q1	$63K	Buy	447 +1	+0.2%	+$143	0.03%	118
2017 Q4	$66K	Buy	446 +73	+20%	+$10.2K	0.03%	118
2017 Q3	$51K	Buy	373 +1	+0.3%	+$125	0.03%	142
2017 Q2	$47K	Buy	372 +1	+0.3%	+$137	0.03%	141
2017 Q1	$56K	Buy	371 +1	+0.3%	+$156	0.04%	138
2016 Q4	$61K	Buy	370 +1	+0.3%	+$157	0.05%	121
2016 Q3	$57K	Hold	369	–	–	0.05%	117
2016 Q2	$51K	Buy	369 +1	+0.3%	+$137	0.04%	136
2016 Q1	$45K	Buy	368 +1	+0.3%	+$108	0.04%	143
2015 Q4	$44K	Buy	367 +2	+0.5%	+$285	0.04%	111
2015 Q3	$48K	Sell	365 -60	-14%	-$9.15K	0.05%	100
2015 Q2	$79K	Buy	+425	New	+$86.8K	0.08%	89

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s XOP Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2019, closing a stake of 454 shares — an estimated $41K sold.

Asset Planning Services (Pennsylvania) first reported a position in XOP in Q2 2015 and held it in 18 quarters. The position peaked at $79K in Q2 2015. 255 funds tracked by Wall St. Rank hold XOP as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 454 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2019, an estimated $41K.
Asset Planning Services (Pennsylvania) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $79K in Q2 2015.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.