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Integrated Wealth Management (Palm Desert)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-1,058
Closed -$35K – 1025
2016
Q3 		$35K Buy
+1,058
New +$35.5K 0.01% 485

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 $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s XLRE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2016, closing a stake of 1,058 shares — an estimated $35K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XLRE in Q3 2016 and held it in 1 quarter. The position peaked at $35K in Q3 2016. 326 funds tracked by Wall St. Rank hold XLRE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,058 State Street Real Estate Select Sector SPDR ETF shares in Q4 2016, an estimated $35K.
  • Integrated Wealth Management (Palm Desert) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s State Street Real Estate Select Sector SPDR ETF position peaked at $35K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.