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

Ballentine 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
2017
Q3 		– Sell
-6
Closed -$558 – 457
2017
Q2 		$1K Buy
+6
New +$558 ﹤0.01% 431

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CSIA
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Ballentine Partners's RWR Position: Q3 2017 in Review

Ballentine Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2017, closing a stake of 6 shares — an estimated $558 sold.

Ballentine Partners first reported a position in RWR in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 198 funds tracked by Wall St. Rank hold RWR as of Q3 2017.

  • Ballentine Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2017 after selling out during the quarter.
  • Ballentine Partners sold 6 State Street SPDR Dow Jones REIT ETF shares in Q3 2017, an estimated $558.
  • Ballentine Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and held it in 1 quarter.
  • Ballentine Partners's State Street SPDR Dow Jones REIT ETF position peaked at $1K in Q2 2017.
  • 198 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2017.

Based on Ballentine Partners's 13F filing for Q3 2017, filed 6 Nov 2017.