Concert Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Concert Wealth Management’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 Q2	–	Sell	-7,068	Closed	-$210K	–	448
2017 Q1	$210K	Buy	+7,068	New	+$220K	0.05%	438
2016 Q4	–	Sell	-16,577	Closed	-$518K	–	942
2016 Q3	$518K	Buy	+16,577	New	+$556K	0.06%	365

Other funds holding XLRE

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVH

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Concert Wealth Management's XLRE Position: Q2 2017 in Review

Concert Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2017, closing a stake of 7,068 shares — an estimated $210K sold.

Concert Wealth Management first reported a position in XLRE in Q3 2016 and held it in 2 quarters. The position peaked at $518K in Q3 2016. 292 funds tracked by Wall St. Rank hold XLRE as of Q2 2017.

Concert Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 7,068 State Street Real Estate Select Sector SPDR ETF shares in Q2 2017, an estimated $210K.
Concert Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 2 quarters.
Concert Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $518K in Q3 2016.
292 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.