American Institute for Advanced Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

American Institute for Advanced Investment 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
2020 Q2	–	Sell	-8,205	Closed	-$592K	–	100
2020 Q1	$592K	Buy	8,205 +1,780	+28%	+$168K	0.64%	49
2019 Q4	$655K	Buy	+6,425	New	+$665K	0.63%	49

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

American Institute for Advanced Investment Management's RWR Position: Q2 2020 in Review

American Institute for Advanced Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2020, closing a stake of 8,205 shares — an estimated $592K sold.

American Institute for Advanced Investment Management first reported a position in RWR in Q4 2019 and held it in 2 quarters. The position peaked at $655K in Q4 2019. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2020.

American Institute for Advanced Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2020 after selling out during the quarter.
American Institute for Advanced Investment Management sold 8,205 State Street SPDR Dow Jones REIT ETF shares in Q2 2020, an estimated $592K.
American Institute for Advanced Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 2 quarters.
American Institute for Advanced Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $655K in Q4 2019.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2020.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2020, filed 20 Jul 2020.