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Avantax Planning Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Avantax Planning Partners’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
-13
Closed -$2K – 1224
2018
Q3 		$2K Buy
+13
New +$2.19K ﹤0.01% 1370

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's XOP Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2018, closing a stake of 13 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in XOP in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 239 funds tracked by Wall St. Rank hold XOP as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 13 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2K in Q3 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 Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.