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Patriot Wealth Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Patriot Wealth 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
2014
Q3 		– Sell
-420
Closed -$207K – 64
2014
Q2 		$207K Buy
+420
New +$196K 0.05% 60

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Patriot Wealth Management's XES Position: Q3 2014 in Review

Patriot Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2014, closing a stake of 420 shares — an estimated $207K sold.

Patriot Wealth Management first reported a position in XES in Q2 2014 and held it in 1 quarter. The position peaked at $207K in Q2 2014. 61 funds tracked by Wall St. Rank hold XES as of Q3 2014.

  • Patriot Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2014 after selling out during the quarter.
  • Patriot Wealth Management sold 420 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2014, an estimated $207K.
  • Patriot Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2014 and held it in 1 quarter.
  • Patriot Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $207K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2014.

Based on Patriot Wealth Management's 13F filing for Q3 2014, filed 7 Nov 2014.