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

Baldwin Wealth 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
2017 Q4	–	Sell	-100	Closed	-$5K	–	498
2017 Q3	$5K	Buy	+100	New	+$4.8K	﹤0.01%	439
2017 Q1	–	Sell	-160	Closed	-$7K	–	534
2016 Q4	$7K	Hold	160	–	–	﹤0.01%	458
2016 Q3	$8K	Hold	160	–	–	﹤0.01%	472
2016 Q2	$8K	Hold	160	–	–	﹤0.01%	413
2016 Q1	$8K	Buy	+160	New	+$7.29K	﹤0.01%	425

Other funds holding RWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baldwin Wealth Partners's RWO Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2017, closing a stake of 100 shares — an estimated $5K sold.

Baldwin Wealth Partners first reported a position in RWO in Q1 2016 and held it in 5 quarters. The position peaked at $8K in Q3 2016. 237 funds tracked by Wall St. Rank hold RWO as of Q4 2017.

Baldwin Wealth Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 100 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2017, an estimated $5K.
Baldwin Wealth Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and held it in 5 quarters.
Baldwin Wealth Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8K in Q3 2016.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.