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Stevens First Principles Investment Advisors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Stevens First Principles Investment Advisors’s Portfolio XES Stock Details XES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2
Closed – – 179
2016
Q3 		$0 Buy
+2
New +$359 ﹤0.01% 157

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P3I
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

Stevens First Principles Investment Advisors's XES Position: Q4 2016 in Review

Stevens First Principles Investment Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2016, closing a stake of 2 shares.

Stevens First Principles Investment Advisors first reported a position in XES in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 71 funds tracked by Wall St. Rank hold XES as of Q4 2016.

  • Stevens First Principles Investment Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2016 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 2 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2016.
  • Stevens First Principles Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2016 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $0 in Q3 2016.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.