Avantax Planning Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Avantax Planning Partners’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,081	Closed	-$99K	–	1006
2018 Q3	$99K	Buy	+2,081	New	+$101K	0.01%	351
2018 Q2	–	Sell	-4,155	Closed	-$192K	–	1222
2018 Q1	$192K	Sell	4,155 -916	-18%	-$42.7K	0.02%	296
2017 Q4	$248K	Hold	5,071	–	–	0.02%	259
2017 Q3	$242K	Buy	5,071 +529	+12%	+$25.4K	0.02%	331
2017 Q2	$217K	Sell	4,542 -1,998	-31%	-$95.8K	0.02%	317
2017 Q1	$308K	Sell	6,540 -6,294	-49%	-$297K	0.03%	237
2016 Q4	$601K	Buy	+12,834	New	+$596K	0.06%	144

Other funds holding RWO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Planning Partners's RWO Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 2,081 shares — an estimated $99K sold.

Avantax Planning Partners first reported a position in RWO in Q4 2016 and held it in 7 quarters. The position peaked at $601K in Q4 2016. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

Avantax Planning Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,081 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $99K.
Avantax Planning Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $601K in Q4 2016.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.