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

Altavista Wealth Management’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
2018
Q1 		– Sell
-4,731
Closed -$443K – 145
2017
Q4 		$443K Buy
+4,731
New +$443K 0.19% 97

Other funds holding RWR

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Northern Trust
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Altavista Wealth Management's RWR Position: Q1 2018 in Review

Altavista Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2018, closing a stake of 4,731 shares — an estimated $443K sold.

Altavista Wealth Management first reported a position in RWR in Q4 2017 and held it in 1 quarter. The position peaked at $443K in Q4 2017. 210 funds tracked by Wall St. Rank hold RWR as of Q1 2018.

  • Altavista Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Altavista Wealth Management sold 4,731 State Street SPDR Dow Jones REIT ETF shares in Q1 2018, an estimated $443K.
  • Altavista Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 1 quarter.
  • Altavista Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $443K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2018.

Based on Altavista Wealth Management's 13F filing for Q1 2018, filed 16 May 2018.