Rockefeller Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Rockefeller Financial 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
2017 Q4	$2K	Hold	62	–	–	﹤0.01%	513
2017 Q3	$2K	Hold	62	–	–	﹤0.01%	523
2017 Q2	$2K	Hold	62	–	–	﹤0.01%	441
2017 Q1	$2K	Hold	62	–	–	﹤0.01%	462
2016 Q4	$2K	Hold	62	–	–	﹤0.01%	503
2016 Q3	$2K	Buy	+62	New	+$2.08K	﹤0.01%	455

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

Rockefeller Financial Services's XLRE Position: Q4 2017 in Review

Rockefeller Financial Services held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q4 2017 at 62 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Rockefeller Financial Services first reported a position in XLRE in Q3 2016 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold XLRE as of Q4 2017.

Rockefeller Financial Services held 62 shares of State Street Real Estate Select Sector SPDR ETF worth $2K as of Q4 2017.
Rockefeller Financial Services left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q4 2017.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #513 holding.
Rockefeller Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.