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Accurate Investment Solutions’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Accurate Investment Solutions’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
2020
Q1 		– Sell
-217
Closed -$22K – 493
2019
Q4 		$22K Buy
217
+161
+288% +$16.7K 0.01% 219
2019
Q3 		$6K Sell
56
-26
-32% -$2.65K ﹤0.01% 264
2019
Q2 		$8K Buy
82
+26
+46% +$2.58K 0.01% 246
2019
Q1 		$6K Hold
56
– – ﹤0.01% 252
2018
Q4 		$5K Hold
56
– – ﹤0.01% 238
2018
Q3 		$5K Hold
56
– – ﹤0.01% 280
2018
Q2 		$5K Hold
56
– – ﹤0.01% 345
2018
Q1 		$5K Hold
56
– – ﹤0.01% 332
2017
Q4 		$5K Sell
56
-191
-77% -$17.9K ﹤0.01% 324
2017
Q3 		$23K Hold
247
– – 0.02% 196
2017
Q2 		$23K Sell
247
-398
-62% -$37K 0.02% 170
2017
Q1 		$60K Buy
645
+2
+0.3% +$186 0.05% 106
2016
Q4 		$60K Sell
643
-19,500
-97% -$1.79M 0.05% 109
2016
Q3 		$1.96M Buy
+20,143
New +$2.02M 1.79% 30

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Investment Solutions's RWR Position: Q1 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 217 shares — an estimated $22K sold.

Accurate Investment Solutions first reported a position in RWR in Q3 2016 and held it in 14 quarters. The position peaked at $1.96M in Q3 2016. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

  • Accurate Investment Solutions reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 217 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $22K.
  • Accurate Investment Solutions first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2016 and held it in 14 quarters.
  • Accurate Investment Solutions's State Street SPDR Dow Jones REIT ETF position peaked at $1.96M in Q3 2016.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.