Acorn Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Acorn Wealth 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	-101	Closed	-$9K	–	745
2018 Q1	$9K	Hold	101	–	–	0.01%	532
2017 Q4	$9K	Buy	+101	New	+$9.45K	0.01%	518

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IOOF

Independent Order of Foresters Toronto, Ontario, Canada $102M AUM 16.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acorn Wealth Advisors's RWR Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2018, closing a stake of 101 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in RWR in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2018.

Acorn Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 101 State Street SPDR Dow Jones REIT ETF shares in Q2 2018, an estimated $9K.
Acorn Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $9K in Q1 2018.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.