Rothschild Capital Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Rothschild Capital Partners’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 Q4	–	Sell	-6,815	Closed	-$1.18M	–	43
2018 Q3	$1.18M	Sell	6,815 -2,392	-26%	-$402K	0.52%	34
2018 Q2	$1.59M	Sell	9,207 -181	-2%	-$29.2K	0.66%	35
2018 Q1	$1.32M	Buy	+9,388	New	+$1.34M	0.52%	38

Other funds holding XOP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rothschild Capital Partners's XOP Position: Q4 2018 in Review

Rothschild Capital Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2018, closing a stake of 6,815 shares — an estimated $1.18M sold.

Rothschild Capital Partners first reported a position in XOP in Q1 2018 and held it in 3 quarters. The position peaked at $1.59M in Q2 2018. 239 funds tracked by Wall St. Rank hold XOP as of Q4 2018.

Rothschild Capital Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
Rothschild Capital Partners sold 6,815 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $1.18M.
Rothschild Capital Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 3 quarters.
Rothschild Capital Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.59M in Q2 2018.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2018.

Based on Rothschild Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.