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

BerganKDV 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
2020 Q2	–	Sell	-52	Closed	-$2K	–	1112
2020 Q1	$2K	Sell	52 -1	-2%	-$66	﹤0.01%	760
2019 Q4	$5K	Hold	53	–	–	﹤0.01%	635
2019 Q3	$5K	Hold	53	–	–	﹤0.01%	571
2019 Q2	$6K	Hold	53	–	–	﹤0.01%	577
2019 Q1	$6K	Hold	53	–	–	﹤0.01%	582
2018 Q4	$6K	Buy	+53	New	+$7.41K	﹤0.01%	537

Other funds holding XOP

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

BerganKDV Wealth Management's XOP Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2020, closing a stake of 52 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in XOP in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q2 2019. 180 funds tracked by Wall St. Rank hold XOP as of Q2 2020.

BerganKDV Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 52 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2020, an estimated $2K.
BerganKDV Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $6K in Q2 2019.
180 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.