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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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aveo Capital Partners's RWO Position: Q1 2020 in Review

Aveo Capital Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 5,958 shares — an estimated $307K sold.

Aveo Capital Partners first reported a position in RWO in Q4 2016 and held it in 13 quarters. The position peaked at $368K in Q4 2016. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Aveo Capital Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Aveo Capital Partners sold 5,958 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $307K.
  • Aveo Capital Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 13 quarters.
  • Aveo Capital Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $368K in Q4 2016.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Aveo Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.