Independent Portfolio Consultants’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Independent Portfolio Consultants’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 Q2	$34K	Hold	270	–	–	0.01%	563
2017 Q1	$40K	Sell	270 -149	-36%	-$23.2K	0.01%	593
2016 Q4	$69K	Buy	419 +46	+12%	+$7.21K	0.02%	498
2016 Q3	$57K	Buy	+373	New	+$53.5K	0.02%	518

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Independent Portfolio Consultants's XOP Position: Q2 2017 in Review

Independent Portfolio Consultants held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2017 at 270 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #563.

Independent Portfolio Consultants first reported a position in XOP in Q3 2016 and has held it in 4 quarters since. The position peaked at $69K in Q4 2016. 182 funds tracked by Wall St. Rank hold XOP as of Q2 2017.

Independent Portfolio Consultants held 270 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $34K as of Q2 2017.
Independent Portfolio Consultants left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2017.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #563 holding.
Independent Portfolio Consultants first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2016 and has held it in 4 quarters since.
Independent Portfolio Consultants's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $69K in Q4 2016.
182 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.