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

Janiczek 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
Q2 		– Sell
-2
Closed – – 204
2019
Q1 		$0 Hold
2
– – ﹤0.01% 188
2018
Q4 		$0 Hold
2
– – ﹤0.01% 180
2018
Q3 		$0 Hold
2
– – ﹤0.01% 173
2018
Q2 		$0 Buy
+2
New +$338 ﹤0.01% 174

Other funds holding XES

IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Janiczek Wealth Management's XES Position: Q2 2019 in Review

Janiczek Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2019, closing a stake of 2 shares.

Janiczek Wealth Management first reported a position in XES in Q2 2018 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 68 funds tracked by Wall St. Rank hold XES as of Q2 2019.

  • Janiczek Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2019 after selling out during the quarter.
  • Janiczek Wealth Management sold 2 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2019.
  • Janiczek Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2018 and held it in 4 quarters.
  • Janiczek Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $0 in Q1 2019.
  • 68 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2019.

Based on Janiczek Wealth Management's 13F filing for Q2 2019, filed 22 Jul 2019.