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

Ropes Wealth 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
2018
Q2 		– Sell
-11
Closed -$2K – 602
2018
Q1 		$2K Buy
+11
New +$1.57K ﹤0.01% 552

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ropes Wealth Advisors's XOP Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2018, closing a stake of 11 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in XOP in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 272 funds tracked by Wall St. Rank hold XOP as of Q2 2018.

  • Ropes Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 11 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2018, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 1 quarter.
  • Ropes Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2K in Q1 2018.
  • 272 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.