Merriman Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Merriman Wealth Management’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 Q4	–	Sell	-7,925	Closed	-$1.37M	–	220
2018 Q3	$1.37M	Sell	7,925 -3,275	-29%	-$551K	0.29%	61
2018 Q2	$1.93M	Buy	11,200 +6,115	+120%	+$985K	0.44%	44
2018 Q1	$716K	Sell	5,085 -4,635	-48%	-$664K	0.19%	98
2017 Q4	$1.45M	Buy	+9,720	New	+$1.35M	0.35%	64
2017 Q2	–	Sell	-1,451	Closed	-$217K	–	143
2017 Q1	$217K	Sell	1,451 -65,600	-98%	-$10.2M	0.05%	126
2016 Q4	$11.1M	Sell	67,051 -8,611	-11%	-$1.35M	3.04%	5
2016 Q3	$11.6M	Sell	75,662 -10,984	-13%	-$1.58M	2.4%	7
2016 Q2	$12.1M	Buy	+86,646	New	+$11.9M	3.4%	6

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Merriman Wealth Management's XOP Position: Q4 2018 in Review

Merriman Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2018, closing a stake of 7,925 shares — an estimated $1.37M sold.

Merriman Wealth Management first reported a position in XOP in Q2 2016 and held it in 8 quarters. The position peaked at $12.1M in Q2 2016. 239 funds tracked by Wall St. Rank hold XOP as of Q4 2018.

Merriman Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
Merriman Wealth Management sold 7,925 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $1.37M.
Merriman Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2016 and held it in 8 quarters.
Merriman Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $12.1M in Q2 2016.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.