Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-161	Closed	-$5K	–	386
2018 Q2	$5K	Hold	161	–	–	﹤0.01%	360
2018 Q1	$5K	Hold	161	–	–	﹤0.01%	367
2017 Q4	$6K	Buy	161 +39	+32%	+$1.29K	0.02%	201
2017 Q3	$3K	Hold	122	–	–	﹤0.01%	366
2017 Q2	$3K	Hold	122	–	–	﹤0.01%	352
2017 Q1	$4K	Hold	122	–	–	﹤0.01%	373
2016 Q4	$4K	Sell	122 -28	-19%	-$857	﹤0.01%	413
2016 Q3	$4K	Buy	+150	New	+$5.03K	﹤0.01%	360

Other funds holding XLRE

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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 $871B AUM 31.28% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's XLRE Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2018, closing a stake of 161 shares — an estimated $5K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in XLRE in Q3 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 313 funds tracked by Wall St. Rank hold XLRE as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 161 State Street Real Estate Select Sector SPDR ETF shares in Q3 2018, an estimated $5K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street Real Estate Select Sector SPDR ETF position peaked at $6K in Q4 2017.
313 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.