HWP
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Hefty Wealth Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Hefty Wealth Partners’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
2017
Q3 		– Sell
-368
Closed -$46K – 270
2017
Q2 		$46K Sell
368
-9
-2% -$1.23K 0.03% 127
2017
Q1 		$56K Buy
+377
New +$58.7K 0.04% 124

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Hefty Wealth Partners's XOP Position: Q3 2017 in Review

Hefty Wealth Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2017, closing a stake of 368 shares — an estimated $46K sold.

Hefty Wealth Partners first reported a position in XOP in Q1 2017 and held it in 2 quarters. The position peaked at $56K in Q1 2017. 178 funds tracked by Wall St. Rank hold XOP as of Q3 2017.

  • Hefty Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 368 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2017, an estimated $46K.
  • Hefty Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $56K in Q1 2017.
  • 178 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.