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Asset Management One’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Asset Management One’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-2,980
Closed
-$304K
–
1073
2019
Q4
$304K
Buy
2,980
+40
+1%
+$4.14K
﹤0.01%
974
2019
Q3
$307K
Sell
2,940
-820
-22%
-$83.6K
﹤0.01%
974
2019
Q2
$371K
Sell
3,760
-910
-19%
-$90.4K
﹤0.01%
992
2019
Q1
$462K
Sell
4,670
-390
-8%
-$37K
﹤0.01%
962
2018
Q4
$435K
Hold
5,060
–
–
﹤0.01%
951
2018
Q3
$472K
Hold
5,060
–
–
﹤0.01%
968
2018
Q2
$475K
Hold
5,060
–
–
﹤0.01%
981
2018
Q1
$436K
Buy
5,060
+570
+13%
+$49.4K
﹤0.01%
952
2017
Q4
$421K
Hold
4,490
–
–
﹤0.01%
936
2017
Q3
$415K
Buy
4,490
+710
+19%
+$66K
﹤0.01%
927
2017
Q2
$351K
Buy
3,780
+910
+32%
+$84.6K
﹤0.01%
904
2017
Q1
$265K
Buy
2,870
+1,120
+64%
+$104K
﹤0.01%
934
2016
Q4
$163K
Buy
+1,750
New
+$160K
﹤0.01%
928
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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