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Cornerstone Wealth Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Cornerstone Wealth Management’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
2018
Q3 		– Sell
-100,986
Closed -$61.4M – 1568
2018
Q2 		$61.4M Buy
+100,986
New +$17.1M 0.69% 26

Other funds holding XES

IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 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

Cornerstone Wealth Management's XES Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2018, closing a stake of 100,986 shares — an estimated $61.4M sold.

Cornerstone Wealth Management first reported a position in XES in Q2 2018 and held it in 1 quarter. The position peaked at $61.4M in Q2 2018. 84 funds tracked by Wall St. Rank hold XES as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 100,986 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2018, an estimated $61.4M.
  • Cornerstone Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $61.4M in Q2 2018.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.