IWM
XES icon

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

IHT 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
2019
Q1 		– Sell
-4,422
Closed -$398K – 547
2018
Q4 		$398K Buy
+4,422
New +$573K 0.08% 283

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IHT Wealth Management's XES Position: Q1 2019 in Review

IHT Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2019, closing a stake of 4,422 shares — an estimated $398K sold.

IHT Wealth Management first reported a position in XES in Q4 2018 and held it in 1 quarter. The position peaked at $398K in Q4 2018. 79 funds tracked by Wall St. Rank hold XES as of Q1 2019.

  • IHT Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2019 after selling out during the quarter.
  • IHT Wealth Management sold 4,422 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2019, an estimated $398K.
  • IHT Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2018 and held it in 1 quarter.
  • IHT Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $398K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2019.

Based on IHT Wealth Management's 13F filing for Q1 2019, filed 16 May 2019.