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Archer Investment Corporation’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Archer Investment Corporation’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
2019
Q3 		– Sell
-41
Closed -$4K – 535
2019
Q2 		$4K Sell
41
-12
-23% -$1.19K ﹤0.01% 402
2019
Q1 		$5K Buy
53
+35
+194% +$3.32K ﹤0.01% 389
2018
Q4 		$2K Buy
+18
New +$1.65K ﹤0.01% 411

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State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Archer Investment Corporation's RWR Position: Q3 2019 in Review

Archer Investment Corporation sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2019, closing a stake of 41 shares — an estimated $4K sold.

Archer Investment Corporation first reported a position in RWR in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 254 funds tracked by Wall St. Rank hold RWR as of Q3 2019.

  • Archer Investment Corporation reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Archer Investment Corporation sold 41 State Street SPDR Dow Jones REIT ETF shares in Q3 2019, an estimated $4K.
  • Archer Investment Corporation first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 3 quarters.
  • Archer Investment Corporation's State Street SPDR Dow Jones REIT ETF position peaked at $5K in Q1 2019.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2019.

Based on Archer Investment Corporation's 13F filing for Q3 2019, filed 1 Apr 2020.