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

Banyan 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
2013
Q4 		– Sell
-2,796
Closed -$204K – 440
2013
Q3 		$204K Buy
+2,796
New +$210K 0.02% 323

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Banyan Partners's RWR Position: Q4 2013 in Review

Banyan Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2013, closing a stake of 2,796 shares — an estimated $204K sold.

Banyan Partners first reported a position in RWR in Q3 2013 and held it in 1 quarter. The position peaked at $204K in Q3 2013. 159 funds tracked by Wall St. Rank hold RWR as of Q4 2013.

  • Banyan Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2013 after selling out during the quarter.
  • Banyan Partners sold 2,796 State Street SPDR Dow Jones REIT ETF shares in Q4 2013, an estimated $204K.
  • Banyan Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2013 and held it in 1 quarter.
  • Banyan Partners's State Street SPDR Dow Jones REIT ETF position peaked at $204K in Q3 2013.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.