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

Focused Wealth Management’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
2016
Q2 		– Sell
-75
Closed -$9K – 729
2016
Q1 		$9K Buy
+75
New +$8.12K ﹤0.01% 416

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Focused Wealth Management's XOP Position: Q2 2016 in Review

Focused Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2016, closing a stake of 75 shares — an estimated $9K sold.

Focused Wealth Management first reported a position in XOP in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 166 funds tracked by Wall St. Rank hold XOP as of Q2 2016.

  • Focused Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2016 after selling out during the quarter.
  • Focused Wealth Management sold 75 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2016, an estimated $9K.
  • Focused Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2016 and held it in 1 quarter.
  • Focused Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $9K in Q1 2016.
  • 166 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2016.

Based on Focused Wealth Management's 13F filing for Q2 2016, filed 10 Aug 2016.