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Alliance Wealth Management Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Alliance Wealth Management Group’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-21,925
Closed -$2.01M – 90
2017
Q3 		$2.01M Buy
21,925
+10,660
+95% +$991K 0.51% 37
2017
Q2 		$1.04M Sell
11,265
-9
-0.1% -$837 0.58% 36
2017
Q1 		$1.06M Buy
+11,274
New +$1.05M 0.61% 36

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Alliance Wealth Management Group's RWR Position: Q4 2017 in Review

Alliance Wealth Management Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2017, closing a stake of 21,925 shares — an estimated $2.01M sold.

Alliance Wealth Management Group first reported a position in RWR in Q1 2017 and held it in 3 quarters. The position peaked at $2.01M in Q3 2017. 216 funds tracked by Wall St. Rank hold RWR as of Q4 2017.

  • Alliance Wealth Management Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Alliance Wealth Management Group sold 21,925 State Street SPDR Dow Jones REIT ETF shares in Q4 2017, an estimated $2.01M.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2017 and held it in 3 quarters.
  • Alliance Wealth Management Group's State Street SPDR Dow Jones REIT ETF position peaked at $2.01M in Q3 2017.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2017.

Based on Alliance Wealth Management Group's 13F filing for Q4 2017, filed 31 Jan 2018.