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Chicago Partners Investment Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Chicago Partners Investment Group’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
2017
Q1 		– Sell
-158
Closed -$5K – 607
2016
Q4 		$5K Buy
+158
New +$4.84K ﹤0.01% 467

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group's XLRE Position: Q1 2017 in Review

Chicago Partners Investment Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2017, closing a stake of 158 shares — an estimated $5K sold.

Chicago Partners Investment Group first reported a position in XLRE in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 323 funds tracked by Wall St. Rank hold XLRE as of Q1 2017.

  • Chicago Partners Investment Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 158 State Street Real Estate Select Sector SPDR ETF shares in Q1 2017, an estimated $5K.
  • Chicago Partners Investment Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
  • Chicago Partners Investment Group's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q4 2016.
  • 323 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2017.

Based on Chicago Partners Investment Group's 13F filing for Q1 2017, filed 11 May 2017.