Barrett Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-25
Closed -$2K 385
2016
Q1
$2K Hold
25
﹤0.01% 389
2015
Q4
$2K Buy
+25
New +$2.26K ﹤0.01% 323

Other funds holding RWR

Barrett Asset Management's RWR Position: Q2 2016 in Review

Barrett Asset Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2016, closing a stake of 25 shares — an estimated $2K sold.

Barrett Asset Management first reported a position in RWR in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 219 funds tracked by Wall St. Rank hold RWR as of Q2 2016.

  • Barrett Asset Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2016 after selling out during the quarter.
  • Barrett Asset Management sold 25 State Street SPDR Dow Jones REIT ETF shares in Q2 2016, an estimated $2K.
  • Barrett Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2015 and held it in 2 quarters.
  • Barrett Asset Management's State Street SPDR Dow Jones REIT ETF position peaked at $2K in Q1 2016.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2016.

Based on Barrett Asset Management's 13F filing for Q2 2016, filed 18 Jul 2016.