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1 North Wealth Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

1 North Wealth Services’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$7K Hold
66
– – ﹤0.01% 226
2019
Q3 		$7K Buy
+66
New +$6.73K ﹤0.01% 181

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

1 North Wealth Services's RWR Position: Q4 2019 in Review

1 North Wealth Services held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q4 2019 at 66 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

1 North Wealth Services first reported a position in RWR in Q3 2019 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold RWR as of Q4 2019.

  • 1 North Wealth Services held 66 shares of State Street SPDR Dow Jones REIT ETF worth $7K as of Q4 2019.
  • 1 North Wealth Services left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q4 2019.
  • State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #226 holding.
  • 1 North Wealth Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.