Oak Point Wealth Management’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Oak Point Wealth Management’s Portfolio XRT Stock Details XRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$284K	Buy	+6,574	New	+$301K	0.29%	91

Other funds holding XRT

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Oak Point Wealth Management's XRT Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in State Street SPDR S&P Retail ETF (XRT) in Q1 2018: 6,574 shares worth $284K. The stake represents 0.29% of the portfolio and ranks #91 among its holdings.

95 funds tracked by Wall St. Rank hold XRT as of Q1 2018.

Oak Point Wealth Management held 6,574 shares of State Street SPDR S&P Retail ETF worth $284K as of Q1 2018.
State Street SPDR S&P Retail ETF was a new Oak Point Wealth Management position in Q1 2018.
State Street SPDR S&P Retail ETF made up 0.29% of Oak Point Wealth Management's portfolio in Q1 2018, its #91 holding.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.