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Creative Financial Designs’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Creative Financial Designs’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
2017
Q2 		– Sell
-43
Closed -$9K – 842
2017
Q1 		$9K Hold
43
– – 0.01% 417
2016
Q4 		$10K Buy
+43
New +$8.68K 0.01% 400

Other funds holding XES

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
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

Creative Financial Designs's XES Position: Q2 2017 in Review

Creative Financial Designs sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2017, closing a stake of 43 shares — an estimated $9K sold.

Creative Financial Designs first reported a position in XES in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q4 2016. 60 funds tracked by Wall St. Rank hold XES as of Q2 2017.

  • Creative Financial Designs reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Financial Designs sold 43 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2017, an estimated $9K.
  • Creative Financial Designs first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2016 and held it in 2 quarters.
  • Creative Financial Designs's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $10K in Q4 2016.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2017.

Based on Creative Financial Designs's 13F filing for Q2 2017, filed 2 May 2018.