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

Kore Private Wealth’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
-1,208
Closed -$109K – 993
2018
Q4 		$109K Buy
+1,208
New +$157K 0.03% 274

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

Kore Private Wealth's XES Position: Q1 2019 in Review

Kore Private Wealth sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2019, closing a stake of 1,208 shares — an estimated $109K sold.

Kore Private Wealth first reported a position in XES in Q4 2018 and held it in 1 quarter. The position peaked at $109K in Q4 2018. 79 funds tracked by Wall St. Rank hold XES as of Q1 2019.

  • Kore Private Wealth reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 1,208 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2019, an estimated $109K.
  • Kore Private Wealth first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $109K 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 Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.