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WESCAP Management Group’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

WESCAP Management Group’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
Q1 		– Sell
-177
Closed -$31K – 59
2015
Q4 		$31K Buy
+177
New +$34.8K 0.02% 43

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WESCAP Management Group's XES Position: Q1 2016 in Review

WESCAP Management Group sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2016, closing a stake of 177 shares — an estimated $31K sold.

WESCAP Management Group first reported a position in XES in Q4 2015 and held it in 1 quarter. The position peaked at $31K in Q4 2015. 58 funds tracked by Wall St. Rank hold XES as of Q1 2016.

  • WESCAP Management Group reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2016 after selling out during the quarter.
  • WESCAP Management Group sold 177 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2016, an estimated $31K.
  • WESCAP Management Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2015 and held it in 1 quarter.
  • WESCAP Management Group's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $31K in Q4 2015.
  • 58 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2016.

Based on WESCAP Management Group's 13F filing for Q1 2016, filed 16 May 2016.