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

WFG 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
2017 Q2	$71K	Sell	556 -233	-30%	-$31.9K	0.02%	619
2017 Q1	$118K	Sell	789 -96	-11%	-$15K	0.03%	449
2016 Q4	$147K	Buy	885 +2	+0.2%	+$314	0.04%	447
2016 Q3	$136K	Sell	883 -125	-12%	-$17.9K	0.03%	454
2016 Q2	$140K	Sell	1,008 -1	-0.1%	-$137	0.04%	419
2016 Q1	$122K	Buy	1,009 +359	+55%	+$38.9K	0.04%	430
2015 Q4	$79K	Sell	650 -318	-33%	-$45.3K	0.02%	530
2015 Q3	$127K	Buy	968 +221	+30%	+$33.7K	0.04%	403
2015 Q2	$139K	Buy	747 +157	+27%	+$32.1K	0.04%	440
2015 Q1	$122K	Buy	590 +262	+80%	+$50.8K	0.03%	470
2014 Q4	$63K	Buy	328 +53	+19%	+$11.8K	0.01%	801
2014 Q3	$76K	Buy	+275	New	+$83.7K	0.01%	768

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WFG Advisors's XOP Position: Q2 2017 in Review

WFG Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 30% in Q2 2017, selling an estimated $31.9K and leaving 556 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #619.

WFG Advisors first reported a position in XOP in Q3 2014 and has held it in 12 quarters since. The position peaked at $147K in Q4 2016. 182 funds tracked by Wall St. Rank hold XOP as of Q2 2017.

WFG Advisors held 556 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $71K as of Q2 2017.
WFG Advisors sold 233 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2017, an estimated $31.9K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #619 holding.
WFG Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2014 and has held it in 12 quarters since.
WFG Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $147K in Q4 2016.
182 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.