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

Convergent Wealth 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
2014 Q1	–	Sell	-1,006	Closed	-$276K	–	36
2013 Q4	$276K	Hold	1,006	–	–	0.05%	34
2013 Q3	$265K	Buy	+1,006	New	+$253K	0.05%	31

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Convergent Wealth Advisors's XOP Position: Q1 2014 in Review

Convergent Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2014, closing a stake of 1,006 shares — an estimated $276K sold.

Convergent Wealth Advisors first reported a position in XOP in Q3 2013 and held it in 2 quarters. The position peaked at $276K in Q4 2013. 99 funds tracked by Wall St. Rank hold XOP as of Q1 2014.

Convergent Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2014 after selling out during the quarter.
Convergent Wealth Advisors sold 1,006 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2014, an estimated $276K.
Convergent Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2013 and held it in 2 quarters.
Convergent Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $276K in Q4 2013.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2014.

Based on Convergent Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.