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Montecito Bank & Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Montecito Bank & Trust’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
2017
Q1 		– Sell
-3,384
Closed -$104K – 371
2016
Q4 		$104K Buy
+3,384
New +$104K 0.04% 219

Other funds holding XLRE

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Montecito Bank & Trust's XLRE Position: Q1 2017 in Review

Montecito Bank & Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2017, closing a stake of 3,384 shares — an estimated $104K sold.

Montecito Bank & Trust first reported a position in XLRE in Q4 2016 and held it in 1 quarter. The position peaked at $104K in Q4 2016. 323 funds tracked by Wall St. Rank hold XLRE as of Q1 2017.

  • Montecito Bank & Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 3,384 State Street Real Estate Select Sector SPDR ETF shares in Q1 2017, an estimated $104K.
  • Montecito Bank & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $104K in Q4 2016.
  • 323 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.