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

Rowland Carmichael 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	-13	Closed	-$1K	–	345
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	297
2018 Q3	$2K	Sell	13 -20	-61%	-$3.36K	﹤0.01%	343
2018 Q2	$6K	Buy	+33	New	+$5.32K	﹤0.01%	341

Other funds holding XOP

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

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

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

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

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

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

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

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

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

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

Rowland Carmichael Advisors's XOP Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2019, closing a stake of 13 shares — an estimated $1K sold.

Rowland Carmichael Advisors first reported a position in XOP in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 232 funds tracked by Wall St. Rank hold XOP as of Q1 2019.

Rowland Carmichael 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.
Rowland Carmichael Advisors sold 13 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2019, an estimated $1K.
Rowland Carmichael Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 3 quarters.
Rowland Carmichael Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $6K in Q2 2018.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.