Baldwin Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Baldwin Wealth 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
2019 Q2	–	Sell	-480	Closed	-$47K	–	523
2019 Q1	$47K	Buy	+480	New	+$45.5K	0.01%	311
2018 Q1	–	Sell	-1,000	Closed	-$94K	–	508
2017 Q4	$94K	Hold	1,000	–	–	0.01%	251
2017 Q3	$93K	Hold	1,000	–	–	0.02%	241
2017 Q2	$93K	Hold	1,000	–	–	0.02%	244
2017 Q1	$92K	Hold	1,000	–	–	0.02%	242
2016 Q4	$93K	Hold	1,000	–	–	0.02%	237
2016 Q3	$97K	Buy	+1,000	New	+$100K	0.02%	231

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Baldwin Wealth Partners's RWR Position: Q2 2019 in Review

Baldwin Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2019, closing a stake of 480 shares — an estimated $47K sold.

Baldwin Wealth Partners first reported a position in RWR in Q3 2016 and held it in 7 quarters. The position peaked at $97K in Q3 2016. 247 funds tracked by Wall St. Rank hold RWR as of Q2 2019.

Baldwin Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 480 State Street SPDR Dow Jones REIT ETF shares in Q2 2019, an estimated $47K.
Baldwin Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2016 and held it in 7 quarters.
Baldwin Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $97K in Q3 2016.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2019.

Based on Baldwin Wealth Partners's 13F filing for Q2 2019, filed 19 Jul 2019.