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

Bay Harbor 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
2019
Q2 		– Sell
-8
Closed -$1K – 442
2019
Q1 		$1K Buy
+8
New +$963 ﹤0.01% 379

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bay Harbor Wealth Management's XOP Position: Q2 2019 in Review

Bay Harbor Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2019, closing a stake of 8 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in XOP in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 213 funds tracked by Wall St. Rank hold XOP as of Q2 2019.

  • Bay Harbor Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 8 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2019, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2019 and held it in 1 quarter.
  • Bay Harbor Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1K in Q1 2019.
  • 213 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.