Lehman & Derafelo Financial Resources’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Lehman & Derafelo Financial Resources’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
2020 Q1	–	Sell	-62	Closed	-$5K	–	216
2019 Q4	$5K	Hold	62	–	–	﹤0.01%	189
2019 Q3	$4K	Hold	62	–	–	﹤0.01%	182
2019 Q2	$6K	Hold	62	–	–	﹤0.01%	166
2019 Q1	$7K	Hold	62	–	–	﹤0.01%	164
2018 Q4	$6K	Buy	+62	New	+$8.03K	﹤0.01%	155

Other funds holding XES

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

CCM

Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's XES Position: Q1 2020 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2020, closing a stake of 62 shares — an estimated $5K sold.

Lehman & Derafelo Financial Resources first reported a position in XES in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 38 funds tracked by Wall St. Rank hold XES as of Q1 2020.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 62 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2020, an estimated $5K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2018 and held it in 5 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $7K in Q1 2019.
38 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2020, filed 13 May 2020.