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

Juncture Wealth Strategies’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	–	Sell	-1,205	Closed	-$202K	–	116
2018 Q3	$202K	Sell	1,205 -1,862	-61%	-$306K	0.11%	106
2018 Q2	$520K	Sell	3,067 -324	-10%	-$54.8K	0.28%	71
2018 Q1	$494K	Sell	3,391 -7,414	-69%	-$1.22M	0.28%	68
2017 Q4	$1.85M	Sell	10,805 -4,367	-29%	-$693K	1.04%	29
2017 Q3	$2.52M	Buy	+15,172	New	+$2.25M	1.41%	18

Other funds holding XES

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

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

Juncture Wealth Strategies's XES Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2018, closing a stake of 1,205 shares — an estimated $202K sold.

Juncture Wealth Strategies first reported a position in XES in Q3 2017 and held it in 5 quarters. The position peaked at $2.52M in Q3 2017. 82 funds tracked by Wall St. Rank hold XES as of Q4 2018.

Juncture Wealth Strategies reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
Juncture Wealth Strategies sold 1,205 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2018, an estimated $202K.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2017 and held it in 5 quarters.
Juncture Wealth Strategies's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.52M in Q3 2017.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.