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

Mark Sheptoff Financial Planning’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
2019 Q3	–	Sell	-50	Closed	-$5K	–	397
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	297
2019 Q1	$6K	Hold	50	–	–	﹤0.01%	292
2018 Q4	$5K	Sell	50 -1,088	-96%	-$152K	﹤0.01%	282
2018 Q3	$197K	Hold	1,138	–	–	0.14%	100
2018 Q2	$196K	Buy	+1,138	New	+$183K	0.15%	94

Other funds holding XOP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Mark Sheptoff Financial Planning's XOP Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2019, closing a stake of 50 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in XOP in Q2 2018 and held it in 5 quarters. The position peaked at $197K in Q3 2018. 195 funds tracked by Wall St. Rank hold XOP as of Q3 2019.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 50 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2019, an estimated $5K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 5 quarters.
Mark Sheptoff Financial Planning's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $197K in Q3 2018.
195 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.