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

Greenwich 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
2018 Q4	–	Sell	-1,187	Closed	-$205K	–	196
2018 Q3	$205K	Buy	1,187 +22	+2%	+$3.7K	0.04%	169
2018 Q2	$201K	Buy	+1,165	New	+$188K	0.04%	166
2015 Q3	–	Sell	-1,334	Closed	-$249K	–	180
2015 Q2	$249K	Buy	1,334 +3	+0.2%	+$613	0.03%	154
2015 Q1	$275K	Buy	+1,331	New	+$258K	0.03%	152

Other funds holding XOP

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Greenwich Wealth Management's XOP Position: Q4 2018 in Review

Greenwich Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2018, closing a stake of 1,187 shares — an estimated $205K sold.

Greenwich Wealth Management first reported a position in XOP in Q1 2015 and held it in 4 quarters. The position peaked at $275K in Q1 2015. 239 funds tracked by Wall St. Rank hold XOP as of Q4 2018.

Greenwich Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
Greenwich Wealth Management sold 1,187 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $205K.
Greenwich Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2015 and held it in 4 quarters.
Greenwich Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $275K in Q1 2015.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2018.

Based on Greenwich Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.