POIA
XES icon

Pin Oak Investment Advisors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Pin Oak Investment Advisors’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
Q2 		– Sell
-90
Closed -$13K – 451
2018
Q1 		$13K Buy
90
+11
+14% +$1.8K 0.01% 306
2017
Q4 		$14K Buy
+79
New +$12.5K 0.01% 313

Other funds holding XES

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pin Oak Investment Advisors's XES Position: Q2 2018 in Review

Pin Oak Investment Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2018, closing a stake of 90 shares — an estimated $13K sold.

Pin Oak Investment Advisors first reported a position in XES in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 84 funds tracked by Wall St. Rank hold XES as of Q2 2018.

  • Pin Oak Investment Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 90 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2018, an estimated $13K.
  • Pin Oak Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2017 and held it in 2 quarters.
  • Pin Oak Investment Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $14K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.