Reilly Financial Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Reilly Financial Advisors’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
2019 Q1	–	Sell	-50	Closed	-$5K	–	1001
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	766
2018 Q3	$9K	Hold	50	–	–	﹤0.01%	734
2018 Q2	$9K	Hold	50	–	–	﹤0.01%	707
2018 Q1	$7K	Hold	50	–	–	﹤0.01%	728
2017 Q4	$7K	Sell	50 -50	-50%	-$6.97K	﹤0.01%	730
2017 Q3	$14K	Hold	100	–	–	﹤0.01%	575
2017 Q2	$13K	Hold	100	–	–	﹤0.01%	596
2017 Q1	$15K	Hold	100	–	–	﹤0.01%	536
2016 Q4	$17K	Hold	100	–	–	﹤0.01%	483
2016 Q3	$15K	Hold	100	–	–	﹤0.01%	451
2016 Q2	$14K	Hold	100	–	–	﹤0.01%	445
2016 Q1	$12K	Hold	100	–	–	﹤0.01%	718
2015 Q4	$12K	Buy	+100	New	+$14.2K	﹤0.01%	730

Other funds holding XOP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Reilly Financial Advisors's XOP Position: Q1 2019 in Review

Reilly Financial Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2019, closing a stake of 50 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in XOP in Q4 2015 and held it in 13 quarters. The position peaked at $17K in Q4 2016. 232 funds tracked by Wall St. Rank hold XOP as of Q1 2019.

Reilly Financial Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2019 after selling out during the quarter.
Reilly Financial Advisors sold 50 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2019, an estimated $5K.
Reilly Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2015 and held it in 13 quarters.
Reilly Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $17K in Q4 2016.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2019.

Based on Reilly Financial Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.