HWM
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Holloway Wealth Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Holloway Wealth Management’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
2018
Q4 		– Hold
0
– – – 251
2017
Q4 		– Hold
0
– – – 251

Other funds holding XES

IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return