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

Nelson Capital 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
2015 Q4	–	Sell	-50	Closed	-$7K	–	275
2015 Q3	$7K	Hold	50	–	–	﹤0.01%	213
2015 Q2	$9K	Hold	50	–	–	﹤0.01%	208
2015 Q1	$10K	Hold	50	–	–	﹤0.01%	206
2014 Q4	$10K	Hold	50	–	–	﹤0.01%	231
2014 Q3	$14K	Sell	50 -41	-45%	-$12.5K	0.01%	215
2014 Q2	$30K	Buy	+91	New	+$28K	0.01%	149

Other funds holding XOP

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

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

PRCM

Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

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

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Nelson Capital Management's XOP Position: Q4 2015 in Review

Nelson Capital Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2015, closing a stake of 50 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in XOP in Q2 2014 and held it in 6 quarters. The position peaked at $30K in Q2 2014. 161 funds tracked by Wall St. Rank hold XOP as of Q4 2015.

Nelson Capital Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2015 after selling out during the quarter.
Nelson Capital Management sold 50 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2015, an estimated $7K.
Nelson Capital Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2014 and held it in 6 quarters.
Nelson Capital Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $30K in Q2 2014.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2015.

Based on Nelson Capital Management's 13F filing for Q4 2015, filed 2 Feb 2016.