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AG
Advisor Group’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Advisor Group’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
$3.14M
Sell
60,513
-13,268
-18%
-$690K
0.02%
599
2019
Q3
$3.85M
Sell
73,781
-6,059
-8%
-$308K
0.03%
506
2019
Q2
$4.01M
Sell
79,840
-12,908
-14%
-$645K
0.03%
473
2019
Q1
$4.67M
Sell
92,748
-4,617
-5%
-$223K
0.04%
388
2018
Q4
$4.34M
Buy
97,365
+79,292
+439%
+$3.67M
0.04%
353
2018
Q3
$861K
Buy
18,073
+3,856
+27%
+$187K
0.01%
1095
2018
Q2
$684K
Sell
14,217
-1,513
-10%
-$71.3K
0.01%
1101
2018
Q1
$728K
Sell
15,730
-5,124
-25%
-$239K
0.01%
1065
2017
Q4
$1.02M
Buy
20,854
+2,191
+12%
+$106K
0.01%
871
2017
Q3
$892K
Buy
18,663
+9,890
+113%
+$475K
0.01%
864
2017
Q2
$418K
Buy
8,773
+4,624
+111%
+$222K
0.01%
1258
2017
Q1
$196K
Buy
4,149
+785
+23%
+$37K
﹤0.01%
1674
2016
Q4
$158K
Sell
3,364
-1,419
-30%
-$65.9K
﹤0.01%
1736
2016
Q3
$238K
Sell
4,783
-328
-6%
-$16.7K
0.01%
1409
2016
Q2
$254K
Buy
+5,111
New
+$250K
0.01%
1284
Other funds holding RWO
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SFA
Sequoia Financial Advisors
Akron, Ohio
$17.9B AUM
21.2%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$192B AUM
27.2%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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