Winslow Evans & Crocker’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Winslow Evans & Crocker’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	-1	Closed	-$248	–	1325
2016 Q3	$248	Hold	1	–	–	﹤0.01%	1273
2016 Q2	$244	Hold	1	–	–	﹤0.01%	1261
2016 Q1	$225	Hold	1	–	–	﹤0.01%	1262
2015 Q4	$230	Hold	1	–	–	﹤0.01%	1342
2015 Q3	$232	Hold	1	–	–	﹤0.01%	1273
2015 Q2	$340	Hold	1	–	–	﹤0.01%	1275
2015 Q1	$328	Hold	1	–	–	﹤0.01%	1245
2014 Q4	$368	Hold	1	–	–	﹤0.01%	1263
2014 Q3	$524	Hold	1	–	–	﹤0.01%	1345
2014 Q2	$641	Hold	1	–	–	﹤0.01%	1250
2014 Q1	$596	Hold	1	–	–	﹤0.01%	1239
2013 Q4	$1K	Buy	+1	New	+$434	﹤0.01%	1367

Other funds holding XES

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

Winslow Evans & Crocker's XES Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2016, closing a stake of 1 share — an estimated $248 sold.

Winslow Evans & Crocker first reported a position in XES in Q4 2013 and held it in 12 quarters. The position peaked at $1K in Q4 2013. 71 funds tracked by Wall St. Rank hold XES as of Q4 2016.

Winslow Evans & Crocker reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 1 State Street SPDR S&P Oil & Gas Equipment & Services ETF share in Q4 2016, an estimated $248.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2013 and held it in 12 quarters.
Winslow Evans & Crocker's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1K in Q4 2013.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.