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
Search
Sign in
Sign up
ACP
Aveo Capital Partners’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Aveo Capital Partners’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-5,958
Closed
-$307K
–
186
2019
Q4
$307K
Sell
5,958
-14
-0.2%
-$729
0.12%
136
2019
Q3
$317K
Buy
5,972
+154
+3%
+$7.82K
0.13%
125
2019
Q2
$293K
Sell
5,818
-196
-3%
-$9.79K
0.13%
138
2019
Q1
$301K
Buy
6,014
+18
+0.3%
+$868
0.14%
125
2018
Q4
$265K
Buy
5,996
+331
+6%
+$15.3K
0.13%
106
2018
Q3
$258K
Sell
5,665
-32
-0.6%
-$1.55K
0.12%
109
2018
Q2
$274K
Sell
5,697
-409
-7%
-$19.3K
0.12%
109
2018
Q1
$283K
Sell
6,106
-708
-10%
-$33K
0.12%
109
2017
Q4
$333K
Sell
6,814
-378
-5%
-$18.2K
0.11%
90
2017
Q3
$343K
Buy
7,192
+151
+2%
+$7.25K
0.12%
84
2017
Q2
$336K
Buy
7,041
+11
+0.2%
+$527
0.12%
85
2017
Q1
$331K
Sell
7,030
-821
-10%
-$38.7K
0.12%
81
2016
Q4
$368K
Buy
+7,851
New
+$365K
0.1%
124
Other funds holding RWO
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SFA
Sequoia Financial Advisors
Akron, Ohio
$17.9B AUM
21.2%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$192B AUM
27.2%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
PSUF
People's United Financial
Bridgeport, Connecticut
$3.51B AUM
12.24%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
WPW
Waldron Private Wealth
Bridgeville, Pennsylvania
$2.56B AUM
17.72%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close