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Advantage Investment Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Advantage Investment Management’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$13K Sell
252
-19
-7% -$965 0.01% 606
2019
Q2 		$14K Hold
271
– – 0.01% 608
2019
Q1 		$14K Hold
271
– – 0.01% 600
2018
Q4 		$12K Buy
271
+5
+2% +$231 0.01% 623
2018
Q3 		$13K Sell
266
-143
-35% -$6.92K 0.01% 659
2018
Q2 		$20K Sell
409
-553
-57% -$26.1K 0.01% 544
2018
Q1 		$45K Sell
962
-93
-9% -$4.33K 0.02% 401
2017
Q4 		$52K Sell
1,055
-67
-6% -$3.23K 0.02% 389
2017
Q3 		$54K Buy
1,122
+12
+1% +$576 0.02% 379
2017
Q2 		$53K Buy
1,110
+13
+1% +$623 0.02% 350
2017
Q1 		$52K Sell
1,097
-6,561
-86% -$310K 0.02% 336
2016
Q4 		$359K Buy
7,658
+1,033
+16% +$48K 0.13% 106
2016
Q3 		$330K Buy
6,625
+4,020
+154% +$205K 0.12% 109
2016
Q2 		$131K Buy
2,605
+761
+41% +$37.3K 0.06% 187
2016
Q1 		$90K Buy
1,844
+925
+101% +$42.2K 0.04% 243
2015
Q4 		$43K Buy
919
+742
+419% +$34.9K 0.02% 357
2015
Q3 		$8K Sell
177
-2,969
-94% -$137K ﹤0.01% 584
2015
Q2 		$144K Buy
3,146
+1,913
+155% +$92.6K 0.07% 183
2015
Q1 		$61K Sell
1,233
-1,372
-53% -$68.5K 0.03% 296
2014
Q4 		$124K Buy
+2,605
New +$122K 0.09% 182

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advantage Investment Management's RWO Position: Q3 2019 in Review

Advantage Investment Management reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 7% in Q3 2019, selling an estimated $965 and leaving 252 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #606.

Advantage Investment Management first reported a position in RWO in Q4 2014 and has held it in 20 quarters since. The position peaked at $359K in Q4 2016. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

  • Advantage Investment Management held 252 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $13K as of Q3 2019.
  • Advantage Investment Management sold 19 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $965.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #606 holding.
  • Advantage Investment Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $359K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.