Bell Rock Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bell Rock Capital’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-14	Closed	–	–	464
2018 Q1	$0	Hold	14	–	–	﹤0.01%	460
2017 Q4	$0	Hold	14	–	–	﹤0.01%	431
2017 Q3	$0	Buy	14 +1	+8%	+$32	﹤0.01%	434
2017 Q2	$0	Sell	13 -45	-78%	-$1.44K	﹤0.01%	430
2017 Q1	$2K	Hold	58	–	–	﹤0.01%	343
2016 Q4	$2K	Buy	+58	New	+$1.78K	﹤0.01%	340

Other funds holding XLRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Bell Rock Capital's XLRE Position: Q2 2018 in Review

Bell Rock Capital sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2018, closing a stake of 14 shares.

Bell Rock Capital first reported a position in XLRE in Q4 2016 and held it in 6 quarters. The position peaked at $2K in Q1 2017. 312 funds tracked by Wall St. Rank hold XLRE as of Q2 2018.

Bell Rock Capital reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Bell Rock Capital sold 14 State Street Real Estate Select Sector SPDR ETF shares in Q2 2018.
Bell Rock Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 6 quarters.
Bell Rock Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $2K in Q1 2017.
312 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2018.

Based on Bell Rock Capital's 13F filing for Q2 2018, filed 14 Nov 2018.