Partnervest Advisory Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Partnervest Advisory Services’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
2020 Q3	–	Sell	-7,136	Closed	-$372K	–	278
2020 Q2	$372K	Buy	+7,136	New	+$360K	0.14%	123
2014 Q3	–	Sell	-499	Closed	-$161K	–	824
2014 Q2	$161K	Sell	499 -3	-0.6%	-$922	0.07%	178
2014 Q1	$140K	Buy	+502	New	+$136K	0.06%	191

Other funds holding XOP

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GCM

Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return

Partnervest Advisory Services's XOP Position: Q3 2020 in Review

Partnervest Advisory Services sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2020, closing a stake of 7,136 shares — an estimated $372K sold.

Partnervest Advisory Services first reported a position in XOP in Q1 2014 and held it in 3 quarters. The position peaked at $372K in Q2 2020. 174 funds tracked by Wall St. Rank hold XOP as of Q3 2020.

Partnervest Advisory Services reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2020 after selling out during the quarter.
Partnervest Advisory Services sold 7,136 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2020, an estimated $372K.
Partnervest Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2014 and held it in 3 quarters.
Partnervest Advisory Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $372K in Q2 2020.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.