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Barrington Strategic Wealth Management Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Barrington Strategic Wealth Management Group’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
Q3 		$643K Sell
13,455
-580
-4% -$27.8K 0.32% 80
2017
Q2 		$669K Buy
14,035
+865
+7% +$41.5K 0.34% 75
2017
Q1 		$620K Buy
13,170
+660
+5% +$31.1K 0.32% 79
2016
Q4 		$586K Buy
12,510
+2,485
+25% +$115K 0.31% 79
2016
Q3 		$499K Sell
10,025
-5
-0% -$254 0.28% 83
2016
Q2 		$505K Buy
10,030
+805
+9% +$39.4K 0.29% 79
2016
Q1 		$452K Sell
9,225
-205
-2% -$9.34K 0.26% 80
2015
Q4 		$441K Sell
9,430
-65
-0.7% -$3.05K 0.26% 84
2015
Q3 		$429K Sell
9,495
-60
-0.6% -$2.77K 0.27% 84
2015
Q2 		$438K Buy
9,555
+250
+3% +$12.1K 0.26% 84
2015
Q1 		$462K Buy
9,305
+160
+2% +$7.99K 0.28% 81
2014
Q4 		$436K Buy
9,145
+200
+2% +$9.36K 0.28% 82
2014
Q3 		$397K Sell
8,945
-255
-3% -$11.9K 0.26% 83
2014
Q2 		$429K Sell
9,200
-530
-5% -$24.2K 0.27% 80
2014
Q1 		$425K Buy
9,730
+275
+3% +$11.7K 0.28% 77
2013
Q4 		$393K Sell
9,455
-1,890
-17% -$80.2K 0.26% 79
2013
Q3 		$480K Sell
11,345
-375
-3% -$15.8K 0.43% 65
2013
Q2 		$493K Buy
+11,720
New +$529K 0.41% 70

Other funds holding RWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Barrington Strategic Wealth Management Group's RWO Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 4.1% in Q3 2017, selling an estimated $27.8K and leaving 13,455 shares worth $643K. The position accounts for 0.32% of the portfolio, ranked #80.

Barrington Strategic Wealth Management Group first reported a position in RWO in Q2 2013 and has held it in 18 quarters since. The position peaked at $669K in Q2 2017. 199 funds tracked by Wall St. Rank hold RWO as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 13,455 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $643K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 580 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2017, an estimated $27.8K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.32% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #80 holding.
  • Barrington Strategic Wealth Management Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and has held it in 18 quarters since.
  • Barrington Strategic Wealth Management Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $669K in Q2 2017.
  • 199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.