New England Investment & Retirement Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

New England Investment & Retirement Group’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	-4,159	Closed	-$720K	–	65
2018 Q3	$720K	Buy	4,159 +794	+24%	+$134K	0.47%	33
2018 Q2	$580K	Buy	+3,365	New	+$542K	0.39%	34

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

New England Investment & Retirement Group's XOP Position: Q4 2018 in Review

New England Investment & Retirement Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2018, closing a stake of 4,159 shares — an estimated $720K sold.

New England Investment & Retirement Group first reported a position in XOP in Q2 2018 and held it in 2 quarters. The position peaked at $720K in Q3 2018. 239 funds tracked by Wall St. Rank hold XOP as of Q4 2018.

New England Investment & Retirement Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
New England Investment & Retirement Group sold 4,159 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $720K.
New England Investment & Retirement Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 2 quarters.
New England Investment & Retirement Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $720K in Q3 2018.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2018.

Based on New England Investment & Retirement Group's 13F filing for Q4 2018, filed 6 Feb 2019.