Atherton Lane Advisers’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Atherton Lane Advisers’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
2015 Q3	–	Sell	-1,575	Closed	-$294K	–	239
2015 Q2	$294K	Hold	1,575	–	–	0.02%	191
2015 Q1	$325K	Sell	1,575 -1,860	-54%	-$361K	0.02%	201
2014 Q4	$658K	Sell	3,435 -78	-2%	-$17.3K	0.04%	158
2014 Q3	$967K	Buy	3,513 +413	+13%	+$126K	0.06%	117
2014 Q2	$1.02M	Buy	+3,100	New	+$953K	0.06%	106

Other funds holding XOP

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atherton Lane Advisers's XOP Position: Q3 2015 in Review

Atherton Lane Advisers sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2015, closing a stake of 1,575 shares — an estimated $294K sold.

Atherton Lane Advisers first reported a position in XOP in Q2 2014 and held it in 5 quarters. The position peaked at $1.02M in Q2 2014. 134 funds tracked by Wall St. Rank hold XOP as of Q3 2015.

Atherton Lane Advisers reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2015 after selling out during the quarter.
Atherton Lane Advisers sold 1,575 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2015, an estimated $294K.
Atherton Lane Advisers first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2014 and held it in 5 quarters.
Atherton Lane Advisers's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.02M in Q2 2014.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2015.

Based on Atherton Lane Advisers's 13F filing for Q3 2015, filed 16 Nov 2015.