Kovitz Investment Group’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Kovitz Investment Group’s Portfolio XRT Stock Details XRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$325K	Buy	+7,520	New	+$336K	0.02%	113

Other funds holding XRT

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Kovitz Investment Group's XRT Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in State Street SPDR S&P Retail ETF (XRT) in Q4 2015: 7,520 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings.

95 funds tracked by Wall St. Rank hold XRT as of Q4 2015.

Kovitz Investment Group held 7,520 shares of State Street SPDR S&P Retail ETF worth $325K as of Q4 2015.
State Street SPDR S&P Retail ETF was a new Kovitz Investment Group position in Q4 2015.
State Street SPDR S&P Retail ETF made up 0.02% of Kovitz Investment Group's portfolio in Q4 2015, its #113 holding.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.