Robertson Stephens Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Robertson Stephens 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 Q3	$1.16M	Buy	35,987 +1,881	+6%	+$61.1K	1%	26
2017 Q2	$1.1M	Buy	34,106 +10,155	+42%	+$325K	0.99%	24
2017 Q1	$760K	Sell	23,951 -16,143	-40%	-$503K	0.68%	38
2016 Q4	$1.23M	Buy	+40,094	New	+$1.23M	0.7%	42

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

Robertson Stephens Advisors's XLRE Position: Q3 2017 in Review

Robertson Stephens Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.5% in Q3 2017, buying an estimated $61.1K and bringing the position to 35,987 shares worth $1.16M. The position accounts for 1% of the portfolio, ranked #26.

Robertson Stephens Advisors first reported a position in XLRE in Q4 2016 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2016. 292 funds tracked by Wall St. Rank hold XLRE as of Q3 2017.

Robertson Stephens Advisors held 35,987 shares of State Street Real Estate Select Sector SPDR ETF worth $1.16M as of Q3 2017.
Robertson Stephens Advisors bought 1,881 State Street Real Estate Select Sector SPDR ETF shares in Q3 2017, an estimated $61.1K.
State Street Real Estate Select Sector SPDR ETF made up 1% of Robertson Stephens Advisors's portfolio in Q3 2017, its #26 holding.
Robertson Stephens Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and has held it in 4 quarters since.
Robertson Stephens Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.23M in Q4 2016.
292 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.