ClearBridge Investments
XES icon

ClearBridge Investments’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

ClearBridge Investments’s Portfolio XES Stock Details XES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-791
Closed -$139K – 1109
2015
Q4 		$139K Hold
791
– – ﹤0.01% 842
2015
Q3 		$141K Buy
+791
New +$168K ﹤0.01% 880

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ClearBridge Investments's XES Position: Q1 2016 in Review

ClearBridge Investments sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2016, closing a stake of 791 shares — an estimated $139K sold.

ClearBridge Investments first reported a position in XES in Q3 2015 and held it in 2 quarters. The position peaked at $141K in Q3 2015. 58 funds tracked by Wall St. Rank hold XES as of Q1 2016.

  • ClearBridge Investments reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2016 after selling out during the quarter.
  • ClearBridge Investments sold 791 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2016, an estimated $139K.
  • ClearBridge Investments first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2015 and held it in 2 quarters.
  • ClearBridge Investments's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $141K in Q3 2015.
  • 58 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2016.

Based on ClearBridge Investments's 13F filing for Q1 2016, filed 16 May 2016.