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Lee Financial’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Lee Financial’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
2018
Q3 		– Sell
-10
Closed -$2K – 740
2018
Q2 		$2K Buy
10
+5
+100% +$805 ﹤0.01% 738
2018
Q1 		$1K Buy
+5
New +$716 ﹤0.01% 733

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Financial's XOP Position: Q3 2018 in Review

Lee Financial sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2018, closing a stake of 10 shares — an estimated $2K sold.

Lee Financial first reported a position in XOP in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 265 funds tracked by Wall St. Rank hold XOP as of Q3 2018.

  • Lee Financial reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 10 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2018, an estimated $2K.
  • Lee Financial first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 2 quarters.
  • Lee Financial's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2K in Q2 2018.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.