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

Aldebaran Financial’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
2016 Q4	–	Sell	-6,255	Closed	-$312K	–	103
2016 Q3	$312K	Hold	6,255	–	–	0.25%	81
2016 Q2	$317K	Buy	6,255 +1,000	+19%	+$49K	0.25%	79
2016 Q1	$257K	Hold	5,255	–	–	0.22%	84
2015 Q4	$243K	Hold	5,255	–	–	0.23%	82
2015 Q3	$237K	Hold	5,255	–	–	0.22%	84
2015 Q2	$241K	Hold	5,255	–	–	0.2%	91
2015 Q1	$261K	Hold	5,255	–	–	0.22%	91
2014 Q4	$251K	Hold	5,255	–	–	0.22%	95
2014 Q3	$233K	Sell	5,255 -500	-9%	-$23.3K	0.21%	100
2014 Q2	$268K	Hold	5,755	–	–	0.21%	102
2014 Q1	$251K	Buy	5,755 +55	+1%	+$2.34K	0.22%	102
2013 Q4	$237K	Buy	+5,700	New	+$242K	0.23%	102

Other funds holding RWO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aldebaran Financial's RWO Position: Q4 2016 in Review

Aldebaran Financial sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2016, closing a stake of 6,255 shares — an estimated $312K sold.

Aldebaran Financial first reported a position in RWO in Q4 2013 and held it in 12 quarters. The position peaked at $317K in Q2 2016. 191 funds tracked by Wall St. Rank hold RWO as of Q4 2016.

Aldebaran Financial reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Aldebaran Financial sold 6,255 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2016, an estimated $312K.
Aldebaran Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2013 and held it in 12 quarters.
Aldebaran Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $317K in Q2 2016.
191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2016.

Based on Aldebaran Financial's 13F filing for Q4 2016, filed 23 Mar 2017.