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

Fusion Family Wealth’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	-7	Closed	-$1K	–	144
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	140
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	151
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	151
2018 Q4	$1K	Sell	7 -212	-97%	-$29.6K	﹤0.01%	250
2018 Q3	$38K	Hold	219	–	–	0.01%	129
2018 Q2	$38K	Hold	219	–	–	0.01%	141
2018 Q1	$31K	Hold	219	–	–	0.01%	144
2017 Q4	$33K	Hold	219	–	–	0.01%	156
2017 Q3	$30K	Hold	219	–	–	0.01%	117
2017 Q2	$28K	Hold	219	–	–	0.01%	152
2017 Q1	$33K	Hold	219	–	–	0.01%	137
2016 Q4	$35K	Buy	+219	New	+$34.4K	0.02%	150

Other funds holding XOP

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

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

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

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

Fusion Family Wealth's XOP Position: Q4 2019 in Review

Fusion Family Wealth sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2019, closing a stake of 7 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in XOP in Q4 2016 and held it in 12 quarters. The position peaked at $38K in Q3 2018. 255 funds tracked by Wall St. Rank hold XOP as of Q4 2019.

Fusion Family Wealth reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2019 after selling out during the quarter.
Fusion Family Wealth sold 7 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2019, an estimated $1K.
Fusion Family Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2016 and held it in 12 quarters.
Fusion Family Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $38K in Q3 2018.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2019.

Based on Fusion Family Wealth's 13F filing for Q4 2019, filed 29 Jan 2020.