Intercontinental Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Intercontinental Wealth Advisors’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
2019 Q4	–	Sell	-34	Closed	-$1K	–	421
2019 Q3	$1K	Sell	34 -104	-75%	-$3.99K	﹤0.01%	419
2019 Q2	$5K	Hold	138	–	–	﹤0.01%	368
2019 Q1	$5K	Hold	138	–	–	﹤0.01%	394
2018 Q4	$4K	Buy	+138	New	+$4.47K	﹤0.01%	414

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

SGI

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

Intercontinental Wealth Advisors's XLRE Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2019, closing a stake of 34 shares — an estimated $1K sold.

Intercontinental Wealth Advisors first reported a position in XLRE in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 432 funds tracked by Wall St. Rank hold XLRE as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 34 State Street Real Estate Select Sector SPDR ETF shares in Q4 2019, an estimated $1K.
Intercontinental Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q2 2019.
432 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.