J.W. Burns & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

J.W. Burns & Co’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	-7,849	Closed	-$257K	–	161
2016 Q3	$257K	Buy	+7,849	New	+$263K	0.08%	137

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

J.W. Burns & Co's XLRE Position: Q4 2016 in Review

J.W. Burns & Co sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2016, closing a stake of 7,849 shares — an estimated $257K sold.

J.W. Burns & Co first reported a position in XLRE in Q3 2016 and held it in 1 quarter. The position peaked at $257K in Q3 2016. 326 funds tracked by Wall St. Rank hold XLRE as of Q4 2016.

J.W. Burns & Co reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
J.W. Burns & Co sold 7,849 State Street Real Estate Select Sector SPDR ETF shares in Q4 2016, an estimated $257K.
J.W. Burns & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
J.W. Burns & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $257K 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 J.W. Burns & Co's 13F filing for Q4 2016, filed 6 Jan 2017.