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Telemus Capital’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Telemus Capital’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
2018
Q1 		– Sell
-3,190
Closed -$546K – 571
2017
Q4 		$546K Buy
+3,190
New +$506K 0.04% 278

Other funds holding XES

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Telemus Capital's XES Position: Q1 2018 in Review

Telemus Capital sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2018, closing a stake of 3,190 shares — an estimated $546K sold.

Telemus Capital first reported a position in XES in Q4 2017 and held it in 1 quarter. The position peaked at $546K in Q4 2017. 76 funds tracked by Wall St. Rank hold XES as of Q1 2018.

  • Telemus Capital reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 3,190 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2018, an estimated $546K.
  • Telemus Capital first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $546K in Q4 2017.
  • 76 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.