Fortis Advisors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Fortis Advisors’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
2020 Q2	–	Sell	-128	Closed	-$3K	–	330
2020 Q1	$3K	Buy	128 +1	+0.8%	+$55	﹤0.01%	299
2019 Q4	$10K	Buy	+127	New	+$9.07K	0.01%	267

Other funds holding XES

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Fortis Advisors's XES Position: Q2 2020 in Review

Fortis Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2020, closing a stake of 128 shares — an estimated $3K sold.

Fortis Advisors first reported a position in XES in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 51 funds tracked by Wall St. Rank hold XES as of Q2 2020.

Fortis Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 128 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2020, an estimated $3K.
Fortis Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2019 and held it in 2 quarters.
Fortis Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $10K in Q4 2019.
51 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.