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Patten Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Patten Group’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
-324
Closed -$10K – 552
2018
Q4 		$10K Sell
324
-547
-63% -$17.7K ﹤0.01% 438
2018
Q3 		$28K Hold
871
– – 0.01% 387
2018
Q2 		$28K Sell
871
-10
-1% -$313 0.01% 379
2018
Q1 		$27K Sell
881
-1,058
-55% -$32.8K 0.01% 376
2017
Q4 		$64K Sell
1,939
-54
-3% -$1.78K 0.03% 316
2017
Q3 		$64K Sell
1,993
-19
-0.9% -$617 0.03% 300
2017
Q2 		$66K Buy
2,012
+1,720
+589% +$55.1K 0.03% 295
2017
Q1 		$9K Hold
292
– – ﹤0.01% 479
2016
Q4 		$9K Sell
292
-627
-68% -$19.2K ﹤0.01% 468
2016
Q3 		$28.9K Buy
+919
New +$30.8K 0.01% 376

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 $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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