Mountain Capital Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mountain Capital Investment 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
2017 Q4	–	Sell	-45	Closed	-$1K	–	441
2017 Q3	$1K	Hold	45	–	–	﹤0.01%	488
2017 Q2	$1K	Buy	+45	New	+$1.44K	﹤0.01%	506

Other funds holding XLRE

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Mountain Capital Investment Advisors's XLRE Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2017, closing a stake of 45 shares — an estimated $1K sold.

Mountain Capital Investment Advisors first reported a position in XLRE in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 308 funds tracked by Wall St. Rank hold XLRE as of Q4 2017.

Mountain Capital Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Mountain Capital Investment Advisors sold 45 State Street Real Estate Select Sector SPDR ETF shares in Q4 2017, an estimated $1K.
Mountain Capital Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and held it in 2 quarters.
Mountain Capital Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1K in Q3 2017.
308 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.