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1834 Investment Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

1834 Investment Advisors’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
2018
Q2 		– Sell
-98
Closed -$8K – 457
2018
Q1 		$8K Buy
+98
New +$8.5K ﹤0.01% 394

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IOOF
Independent Order of Foresters Toronto, Ontario, Canada $103M AUM 21.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

1834 Investment Advisors's RWR Position: Q2 2018 in Review

1834 Investment Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2018, closing a stake of 98 shares — an estimated $8K sold.

1834 Investment Advisors first reported a position in RWR in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 216 funds tracked by Wall St. Rank hold RWR as of Q2 2018.

  • 1834 Investment Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 98 State Street SPDR Dow Jones REIT ETF shares in Q2 2018, an estimated $8K.
  • 1834 Investment Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2018 and held it in 1 quarter.
  • 1834 Investment Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $8K in Q1 2018.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.