Ameritas Investment Company’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ameritas Investment Company’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
2021 Q3	$267K	Buy	2,528 +2,299	+1,004%	+$252K	0.01%	596
2021 Q2	$285K	Sell	229 -650	-74%	-$66.6K	0.01%	581
2021 Q1	$83.2K	Buy	+879	New	+$79.6K	0.01%	811
2020 Q2	–	Sell	-285	Closed	-$21K	–	1346
2020 Q1	$21K	Hold	285	–	–	﹤0.01%	988
2019 Q4	$29K	Hold	285	–	–	0.01%	643
2019 Q3	$30K	Buy	+285	New	+$29K	0.01%	805
2019 Q1	–	Sell	-2,956	Closed	-$254K	–	1633
2018 Q4	$254K	Buy	+2,956	New	+$270K	0.05%	252

Other funds holding RWR

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Ameritas Investment Company's RWR Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 1,004% in Q3 2021, buying an estimated $252K and bringing the position to 2,528 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #596.

Ameritas Investment Company first reported a position in RWR in Q4 2018 and has held it in 7 quarters since. The position peaked at $285K in Q2 2021. 257 funds tracked by Wall St. Rank hold RWR as of Q3 2021.

Ameritas Investment Company held 2,528 shares of State Street SPDR Dow Jones REIT ETF worth $267K as of Q3 2021.
Ameritas Investment Company bought 2,299 State Street SPDR Dow Jones REIT ETF shares in Q3 2021, an estimated $252K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #596 holding.
Ameritas Investment Company first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and has held it in 7 quarters since.
Ameritas Investment Company's State Street SPDR Dow Jones REIT ETF position peaked at $285K in Q2 2021.
257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.