American Economic Planning Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

American Economic Planning 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
2018 Q1	–	Sell	-9,673	Closed	-$473K	–	86
2017 Q4	$473K	Buy	9,673 +523	+6%	+$25.2K	0.17%	45
2017 Q3	$437K	Buy	9,150 +1,075	+13%	+$51.6K	0.16%	43
2017 Q2	$385K	Buy	8,075 +1,826	+29%	+$87.5K	0.15%	46
2017 Q1	$294K	Buy	+6,249	New	+$295K	0.12%	57

Other funds holding RWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SFA

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rinet Company Boston, Massachusetts $530M AUM 28.25% 1-Year Est. Return

American Economic Planning Group's RWO Position: Q1 2018 in Review

American Economic Planning Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2018, closing a stake of 9,673 shares — an estimated $473K sold.

American Economic Planning Group first reported a position in RWO in Q1 2017 and held it in 4 quarters. The position peaked at $473K in Q4 2017. 233 funds tracked by Wall St. Rank hold RWO as of Q1 2018.

American Economic Planning Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2018 after selling out during the quarter.
American Economic Planning Group sold 9,673 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2018, an estimated $473K.
American Economic Planning Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2017 and held it in 4 quarters.
American Economic Planning Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $473K in Q4 2017.
233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2018.

Based on American Economic Planning Group's 13F filing for Q1 2018, filed 9 May 2018.