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

Lake Point 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	$1K	Hold	14	–	–	﹤0.01%	633
2019 Q1	$1K	Sell	14 -449	-97%	-$50K	﹤0.01%	632
2018 Q4	$42K	Buy	+463	New	+$60K	0.02%	265

Other funds holding XES

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lake Point Wealth Management's XES Position: Q2 2019 in Review

Lake Point Wealth Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q2 2019 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Lake Point Wealth Management first reported a position in XES in Q4 2018 and has held it in 3 quarters since. The position peaked at $42K in Q4 2018. 68 funds tracked by Wall St. Rank hold XES as of Q2 2019.

Lake Point Wealth Management held 14 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $1K as of Q2 2019.
Lake Point Wealth Management left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q2 2019.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #633 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $42K in Q4 2018.
68 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.