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

Doyle 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
2019 Q3	–	Sell	-48	Closed	-$5K	–	779
2019 Q2	$5K	Buy	+48	New	+$4.96K	﹤0.01%	741
2019 Q1	–	Sell	-161	Closed	-$15K	–	770
2018 Q4	$15K	Buy	+161	New	+$20.9K	﹤0.01%	565
2018 Q1	–	Sell	-1,109	Closed	-$190K	–	182
2017 Q4	$190K	Buy	+1,109	New	+$176K	0.03%	164

Other funds holding XES

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Doyle Wealth Management's XES Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2019, closing a stake of 48 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in XES in Q4 2017 and held it in 3 quarters. The position peaked at $190K in Q4 2017. 64 funds tracked by Wall St. Rank hold XES as of Q3 2019.

Doyle Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 48 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2019, an estimated $5K.
Doyle Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2017 and held it in 3 quarters.
Doyle Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $190K in Q4 2017.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.