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William Harris Investors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

William Harris Investors’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
2015
Q2 		– Sell
-48,069
Closed -$9.93M – 91
2015
Q1 		$9.93M Sell
48,069
-335
-0.7% -$65K 2.61% 15
2014
Q4 		$9.27M Buy
+48,404
New +$10.8M 2.39% 20

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

William Harris Investors's XOP Position: Q2 2015 in Review

William Harris Investors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2015, closing a stake of 48,069 shares — an estimated $9.93M sold.

William Harris Investors first reported a position in XOP in Q4 2014 and held it in 2 quarters. The position peaked at $9.93M in Q1 2015. 148 funds tracked by Wall St. Rank hold XOP as of Q2 2015.

  • William Harris Investors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2015 after selling out during the quarter.
  • William Harris Investors sold 48,069 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2015, an estimated $9.93M.
  • William Harris Investors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2014 and held it in 2 quarters.
  • William Harris Investors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $9.93M in Q1 2015.
  • 148 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2015.

Based on William Harris Investors's 13F filing for Q2 2015, filed 12 Aug 2015.