Patriot Financial Group Insurance Agency’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q4	–	Sell	-59	Closed	-$10K	–	1129
2018 Q3	$10K	Buy	+59	New	+$9.71K	0.01%	638
2017 Q2	–	Sell	-27	Closed	-$5K	–	946
2017 Q1	$5K	Buy	+27	New	+$5.84K	0.01%	640

Other funds holding XES

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

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

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XES Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2018, closing a stake of 59 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in XES in Q1 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 82 funds tracked by Wall St. Rank hold XES as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 59 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2018, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2017 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $10K in Q3 2018.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.