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AdvicePeriod’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

AdvicePeriod’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
2018
Q4 		– Sell
-8,114
Closed -$386K – 77
2018
Q3 		$386K Sell
8,114
-22
-0.3% -$1.06K 0.04% 74
2018
Q2 		$391K Buy
8,136
+22
+0.3% +$1.04K 0.06% 57
2018
Q1 		$375K Buy
+8,114
New +$378K 0.06% 63

Other funds holding RWO

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

AdvicePeriod's RWO Position: Q4 2018 in Review

AdvicePeriod sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 8,114 shares — an estimated $386K sold.

AdvicePeriod first reported a position in RWO in Q1 2018 and held it in 3 quarters. The position peaked at $391K in Q2 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

  • AdvicePeriod reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • AdvicePeriod sold 8,114 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $386K.
  • AdvicePeriod first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2018 and held it in 3 quarters.
  • AdvicePeriod's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $391K in Q2 2018.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on AdvicePeriod's 13F filing for Q4 2018, filed 28 Jan 2019.