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

Fusion Investment Group’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
2014
Q4 		– Sell
-50
Closed -$14K – 208
2014
Q3 		$14K Sell
50
-2,284
-98% -$695K 0.01% 163
2014
Q2 		$765K Sell
2,334
-1,566
-40% -$481K 0.66% 25
2014
Q1 		$1.12M Sell
3,900
-2,545
-39% -$692K 1.14% 13
2013
Q4 		$1.77M Buy
+6,445
New +$1.76M 1.31% 18

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fusion Investment Group's XOP Position: Q4 2014 in Review

Fusion Investment Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2014, closing a stake of 50 shares — an estimated $14K sold.

Fusion Investment Group first reported a position in XOP in Q4 2013 and held it in 4 quarters. The position peaked at $1.77M in Q4 2013. 148 funds tracked by Wall St. Rank hold XOP as of Q4 2014.

  • Fusion Investment Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 50 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2014, an estimated $14K.
  • Fusion Investment Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.77M in Q4 2013.
  • 148 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.