Hefty Wealth Partners’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Hefty Wealth Partners’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
2017 Q4	–	Sell	-296	Closed	-$49K	–	266
2017 Q3	$49K	Buy	+296	New	+$43.9K	0.03%	137
2017 Q2	–	Sell	-281	Closed	-$56K	–	260
2017 Q1	$56K	Buy	+281	New	+$60.8K	0.04%	123

Other funds holding XES

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

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

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

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Hefty Wealth Partners's XES Position: Q4 2017 in Review

Hefty Wealth Partners sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2017, closing a stake of 296 shares — an estimated $49K sold.

Hefty Wealth Partners first reported a position in XES in Q1 2017 and held it in 2 quarters. The position peaked at $56K in Q1 2017. 79 funds tracked by Wall St. Rank hold XES as of Q4 2017.

Hefty Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2017 after selling out during the quarter.
Hefty Wealth Partners sold 296 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2017, an estimated $49K.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2017 and held it in 2 quarters.
Hefty Wealth Partners's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $56K in Q1 2017.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.