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

Columbia Capital’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
2014
Q3 		– Sell
-19,459
Closed -$6.4M – 71
2014
Q2 		$6.4M Sell
19,459
-896
-4% -$275K 5.05% 1
2014
Q1 		$5.83M Hold
20,355
– – 4.18% 1
2013
Q4 		$5.58M Buy
20,355
+61
+0.3% +$16.7K 4.93% 1
2013
Q3 		$5.38M Buy
20,294
+69
+0.3% +$17.3K 4.83% 1
2013
Q2 		$4.71M Buy
+20,225
New +$4.78M 4.85% 1

Other funds holding XOP

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return