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Ausdal Financial Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-30
Closed -$3K – 860
2015
Q4 		$3K Buy
+30
New +$2.71K ﹤0.01% 1178

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TCT
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ausdal Financial Partners's RWR Position: Q1 2016 in Review

Ausdal Financial Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2016, closing a stake of 30 shares — an estimated $3K sold.

Ausdal Financial Partners first reported a position in RWR in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 207 funds tracked by Wall St. Rank hold RWR as of Q1 2016.

  • Ausdal Financial Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 30 State Street SPDR Dow Jones REIT ETF shares in Q1 2016, an estimated $3K.
  • Ausdal Financial Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's State Street SPDR Dow Jones REIT ETF position peaked at $3K in Q4 2015.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.