K.J. Harrison & Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

K.J. Harrison & Partners’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
2020 Q1	–	Sell	-6,414	Closed	-$248K	–	206
2019 Q4	$248K	Hold	6,414	–	–	0.06%	172
2019 Q3	$252K	Hold	6,414	–	–	0.07%	148
2019 Q2	$236K	Hold	6,414	–	–	0.08%	133
2019 Q1	$232K	Buy	+6,414	New	+$219K	0.08%	139
2018 Q4	–	Sell	-6,414	Closed	-$209K	–	195
2018 Q3	$209K	Hold	6,414	–	–	0.05%	175
2018 Q2	$210K	Buy	+6,414	New	+$201K	0.06%	169
2018 Q1	–	Sell	-6,414	Closed	-$211K	–	196
2017 Q4	$211K	Hold	6,414	–	–	0.07%	163
2017 Q3	$207K	Hold	6,414	–	–	0.07%	154
2017 Q2	$207K	Hold	6,414	–	–	0.08%	154
2017 Q1	$203K	Buy	+6,414	New	+$200K	0.08%	155
2016 Q4	–	Sell	-6,414	Closed	-$210K	–	236
2016 Q3	$210K	Buy	+6,414	New	+$215K	0.1%	188

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

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

PVH

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

BAPIM

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

K.J. Harrison & Partners's XLRE Position: Q1 2020 in Review

K.J. Harrison & Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2020, closing a stake of 6,414 shares — an estimated $248K sold.

K.J. Harrison & Partners first reported a position in XLRE in Q3 2016 and held it in 11 quarters. The position peaked at $252K in Q3 2019. 398 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

K.J. Harrison & Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
K.J. Harrison & Partners sold 6,414 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $248K.
K.J. Harrison & Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 11 quarters.
K.J. Harrison & Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $252K in Q3 2019.
398 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2020.

Based on K.J. Harrison & Partners's 13F filing for Q1 2020, filed 5 May 2020.