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North Star Investment Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

North Star Investment Management’s Portfolio XES Stock Details XES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-90
Closed -$2K – 1038
2020
Q1 		$2K Buy
+90
New +$4.99K ﹤0.01% 937

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

North Star Investment Management's XES Position: Q2 2020 in Review

North Star Investment Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2020, closing a stake of 90 shares — an estimated $2K sold.

North Star Investment Management first reported a position in XES in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 51 funds tracked by Wall St. Rank hold XES as of Q2 2020.

  • North Star Investment Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2020 after selling out during the quarter.
  • North Star Investment Management sold 90 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2020, an estimated $2K.
  • North Star Investment Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2020 and held it in 1 quarter.
  • North Star Investment Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2K in Q1 2020.
  • 51 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2020.

Based on North Star Investment Management's 13F filing for Q2 2020, filed 16 Jul 2020.