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

Mosaic Family Wealth’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
Q1 		– Sell
-40
Closed -$6K – 705
2017
Q4 		$6K Buy
+40
New +$5.57K ﹤0.01% 585

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mosaic Family Wealth's XOP Position: Q1 2018 in Review

Mosaic Family Wealth sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2018, closing a stake of 40 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in XOP in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 224 funds tracked by Wall St. Rank hold XOP as of Q1 2018.

  • Mosaic Family Wealth reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 40 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2018, an estimated $6K.
  • Mosaic Family Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $6K in Q4 2017.
  • 224 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.