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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2018
Q2 		– Sell
-70
Closed -$2K – 740
2018
Q1 		$2K Buy
+70
New +$2.17K ﹤0.01% 676

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XLRE Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2018, closing a stake of 70 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLRE in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 313 funds tracked by Wall St. Rank hold XLRE as of Q2 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 70 State Street Real Estate Select Sector SPDR ETF shares in Q2 2018, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2K in Q1 2018.
  • 313 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.