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Alliance Wealth Management Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Alliance Wealth Management Group’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
Q1 		– Sell
-12,595
Closed -$589K – 33
2015
Q4 		$589K Buy
+12,595
New +$592K 0.56% 19

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RJA
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Bank of America
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HSBC Holdings
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Morgan Stanley
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State Street
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GT
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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Alliance Wealth Management Group's RWO Position: Q1 2016 in Review

Alliance Wealth Management Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2016, closing a stake of 12,595 shares — an estimated $589K sold.

Alliance Wealth Management Group first reported a position in RWO in Q4 2015 and held it in 1 quarter. The position peaked at $589K in Q4 2015. 158 funds tracked by Wall St. Rank hold RWO as of Q1 2016.

  • Alliance Wealth Management Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Alliance Wealth Management Group sold 12,595 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2016, an estimated $589K.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and held it in 1 quarter.
  • Alliance Wealth Management Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $589K in Q4 2015.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2016.

Based on Alliance Wealth Management Group's 13F filing for Q1 2016, filed 10 May 2016.