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Pathstone Family Office’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Pathstone Family Office’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
-75
Closed -$14K – 129
2014
Q4 		$14K Buy
+75
New +$16.7K 0.05% 67

Other funds holding XOP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Pathstone Family Office's XOP Position: Q1 2015 in Review

Pathstone Family Office sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2015, closing a stake of 75 shares — an estimated $14K sold.

Pathstone Family Office first reported a position in XOP in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 142 funds tracked by Wall St. Rank hold XOP as of Q1 2015.

  • Pathstone Family Office reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2015 after selling out during the quarter.
  • Pathstone Family Office sold 75 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2015, an estimated $14K.
  • Pathstone Family Office first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2014 and held it in 1 quarter.
  • Pathstone Family Office's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $14K in Q4 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 Pathstone Family Office's 13F filing for Q1 2015, filed 1 May 2015.