BCA
XOP icon

Berman Capital Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Berman Capital Advisors’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
Q4 		– Sell
-3,287
Closed -$138K – 1854
2020
Q3 		$138K Sell
3,287
-3,675
-53% -$185K 0.04% 187
2020
Q2 		$363K Buy
+6,962
New +$352K 0.1% 86

Other funds holding XOP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Berman Capital Advisors's XOP Position: Q4 2020 in Review

Berman Capital Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2020, closing a stake of 3,287 shares — an estimated $138K sold.

Berman Capital Advisors first reported a position in XOP in Q2 2020 and held it in 2 quarters. The position peaked at $363K in Q2 2020. 208 funds tracked by Wall St. Rank hold XOP as of Q4 2020.

  • Berman Capital Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 3,287 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2020, an estimated $138K.
  • Berman Capital Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 2 quarters.
  • Berman Capital Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $363K in Q2 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.