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Avitas Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Avitas Wealth Management’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
-19,113
Closed -$3.31M – 187
2018
Q3 		$3.31M Buy
19,113
+428
+2% +$72K 0.94% 38
2018
Q2 		$3.22M Buy
+18,685
New +$3.01M 1% 29

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

Avitas Wealth Management's XOP Position: Q4 2018 in Review

Avitas Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2018, closing a stake of 19,113 shares — an estimated $3.31M sold.

Avitas Wealth Management first reported a position in XOP in Q2 2018 and held it in 2 quarters. The position peaked at $3.31M in Q3 2018. 239 funds tracked by Wall St. Rank hold XOP as of Q4 2018.

  • Avitas Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 19,113 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $3.31M.
  • Avitas Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.31M 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 Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.