Lake Point Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lake Point Wealth Management’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 Q1	–	Sell	-76	Closed	-$2K	–	877
2018 Q4	$2K	Buy	+76	New	+$2.46K	﹤0.01%	701

Other funds holding XLRE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

BAPIM

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

Lake Point Wealth Management's XLRE Position: Q1 2019 in Review

Lake Point Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2019, closing a stake of 76 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in XLRE in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 377 funds tracked by Wall St. Rank hold XLRE as of Q1 2019.

Lake Point Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 76 State Street Real Estate Select Sector SPDR ETF shares in Q1 2019, an estimated $2K.
Lake Point Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2K in Q4 2018.
377 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.