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KCM Investment Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

KCM Investment Advisors’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
2014
Q1 		– Sell
-1,012
Closed -$277K – 462
2013
Q4 		$277K Buy
+1,012
New +$277K 0.03% 380

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KCM Investment Advisors's XOP Position: Q1 2014 in Review

KCM Investment Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2014, closing a stake of 1,012 shares — an estimated $277K sold.

KCM Investment Advisors first reported a position in XOP in Q4 2013 and held it in 1 quarter. The position peaked at $277K in Q4 2013. 99 funds tracked by Wall St. Rank hold XOP as of Q1 2014.

  • KCM Investment Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 1,012 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2014, an estimated $277K.
  • KCM Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2013 and held it in 1 quarter.
  • KCM Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $277K in Q4 2013.
  • 99 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2014.

Based on KCM Investment Advisors's 13F filing for Q1 2014, filed 20 May 2014.