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

NewSquare Capital’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 Q1	–	Sell	-85	Closed	-$16K	–	344
2014 Q4	$16K	Hold	85	–	–	0.01%	221
2014 Q3	$23K	Buy	+85	New	+$25.9K	0.01%	206

Other funds holding XOP

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

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

Citigroup New York $235B AUM 32.99% 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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NewSquare Capital's XOP Position: Q1 2015 in Review

NewSquare Capital sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2015, closing a stake of 85 shares — an estimated $16K sold.

NewSquare Capital first reported a position in XOP in Q3 2014 and held it in 2 quarters. The position peaked at $23K in Q3 2014. 142 funds tracked by Wall St. Rank hold XOP as of Q1 2015.

NewSquare Capital reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2015 after selling out during the quarter.
NewSquare Capital sold 85 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2015, an estimated $16K.
NewSquare Capital first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2014 and held it in 2 quarters.
NewSquare Capital's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $23K in Q3 2014.
142 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2015.

Based on NewSquare Capital's 13F filing for Q1 2015, filed 7 Apr 2015.