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Atherton Lane Advisers’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Atherton Lane Advisers’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
2015
Q2 		– Sell
-2,450
Closed -$232K – 247
2015
Q1 		$232K Sell
2,450
-115
-4% -$10.9K 0.01% 240
2014
Q4 		$233K Sell
2,565
-280
-10% -$24.5K 0.01% 243
2014
Q3 		$227K Sell
2,845
-580
-17% -$48.5K 0.01% 242
2014
Q2 		$284K Buy
+3,425
New +$279K 0.02% 227

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Atherton Lane Advisers's RWR Position: Q2 2015 in Review

Atherton Lane Advisers sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2015, closing a stake of 2,450 shares — an estimated $232K sold.

Atherton Lane Advisers first reported a position in RWR in Q2 2014 and held it in 4 quarters. The position peaked at $284K in Q2 2014. 176 funds tracked by Wall St. Rank hold RWR as of Q2 2015.

  • Atherton Lane Advisers reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2015 after selling out during the quarter.
  • Atherton Lane Advisers sold 2,450 State Street SPDR Dow Jones REIT ETF shares in Q2 2015, an estimated $232K.
  • Atherton Lane Advisers first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2014 and held it in 4 quarters.
  • Atherton Lane Advisers's State Street SPDR Dow Jones REIT ETF position peaked at $284K in Q2 2014.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.