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West Oak Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

West Oak Capital’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
Q1 		– Sell
-312
Closed -$9.59K – 389
2016
Q4 		$9.59K Hold
312
– – 0.01% 286
2016
Q3 		$10.2K Buy
+312
New +$10.5K 0.01% 292

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

West Oak Capital's XLRE Position: Q1 2017 in Review

West Oak Capital sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2017, closing a stake of 312 shares — an estimated $9.59K sold.

West Oak Capital first reported a position in XLRE in Q3 2016 and held it in 2 quarters. The position peaked at $10.2K in Q3 2016. 323 funds tracked by Wall St. Rank hold XLRE as of Q1 2017.

  • West Oak Capital reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • West Oak Capital sold 312 State Street Real Estate Select Sector SPDR ETF shares in Q1 2017, an estimated $9.59K.
  • West Oak Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 2 quarters.
  • West Oak Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $10.2K in Q3 2016.
  • 323 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2017.

Based on West Oak Capital's 13F filing for Q1 2017, filed 6 Apr 2017.