Placemark Investments’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Placemark Investments’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
2014 Q3	–	Sell	-1,040	Closed	-$343K	–	1684
2014 Q2	$343K	Buy	+1,040	New	+$320K	0.01%	1336
2014 Q1	–	Sell	-1,578	Closed	-$433K	–	1676
2013 Q4	$433K	Sell	1,578 -42	-3%	-$11.5K	0.01%	1201
2013 Q3	$426K	Sell	1,620 -31	-2%	-$7.79K	0.01%	1172
2013 Q2	$385K	Buy	+1,651	New	+$391K	0.01%	1156

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

Placemark Investments's XOP Position: Q3 2014 in Review

Placemark Investments sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2014, closing a stake of 1,040 shares — an estimated $343K sold.

Placemark Investments first reported a position in XOP in Q2 2013 and held it in 4 quarters. The position peaked at $433K in Q4 2013. 112 funds tracked by Wall St. Rank hold XOP as of Q3 2014.

Placemark Investments reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2014 after selling out during the quarter.
Placemark Investments sold 1,040 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2014, an estimated $343K.
Placemark Investments first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 4 quarters.
Placemark Investments's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $433K in Q4 2013.
112 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2014.

Based on Placemark Investments's 13F filing for Q3 2014, filed 14 Nov 2014.