Partnervest Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Partnervest Advisory Services’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 Q2	–	Sell	-843	Closed	-$31K	–	287
2019 Q1	$31K	Buy	+843	New	+$28.8K	0.01%	229
2017 Q1	–	Sell	-31,090	Closed	-$956K	–	213
2016 Q4	$956K	Buy	+31,090	New	+$952K	0.44%	47

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BAPIM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SGI

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Partnervest Advisory Services's XLRE Position: Q2 2019 in Review

Partnervest Advisory Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2019, closing a stake of 843 shares — an estimated $31K sold.

Partnervest Advisory Services first reported a position in XLRE in Q4 2016 and held it in 2 quarters. The position peaked at $956K in Q4 2016. 372 funds tracked by Wall St. Rank hold XLRE as of Q2 2019.

Partnervest Advisory Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Partnervest Advisory Services sold 843 State Street Real Estate Select Sector SPDR ETF shares in Q2 2019, an estimated $31K.
Partnervest Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
Partnervest Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $956K in Q4 2016.
372 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.