Financial Architects (New Jersey)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-25	Closed	-$2K	–	1008
2019 Q3	$2K	Sell	25 -225	-90%	-$21.2K	﹤0.01%	928
2019 Q2	$27K	Buy	+250	New	+$28.9K	0.01%	648
2018 Q2	–	Sell	-250	Closed	-$35K	–	1534
2018 Q1	$35K	Hold	250	–	–	0.01%	725
2017 Q4	$37K	Hold	250	–	–	0.01%	770
2017 Q3	$34K	Sell	250 -175	-41%	-$21.9K	0.01%	807
2017 Q2	$54K	Buy	+425	New	+$58.1K	0.01%	654
2017 Q1	–	Sell	-263	Closed	-$43K	–	1638
2016 Q4	$43K	Buy	+263	New	+$41.3K	0.01%	606
2016 Q3	–	Sell	-150	Closed	-$21K	–	1509
2016 Q2	$21K	Buy	+150	New	+$20.6K	0.01%	775
2013 Q4	–	Sell	-13	Closed	-$3K	–	580
2013 Q3	$3K	Hold	13	–	–	﹤0.01%	659
2013 Q2	$3K	Buy	+13	New	+$3.08K	﹤0.01%	589

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Financial Architects (New Jersey)'s XOP Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2019, closing a stake of 25 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in XOP in Q2 2013 and held it in 10 quarters. The position peaked at $54K in Q2 2017. 255 funds tracked by Wall St. Rank hold XOP as of Q4 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 25 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2019, an estimated $2K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 10 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $54K in Q2 2017.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.