BC
RWO icon

Bartlett & Co’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bartlett & Co’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
2015
Q1 		– Sell
-81
Closed -$4K – 780
2014
Q4 		$4K Buy
+81
New +$3.79K ﹤0.01% 716

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co's RWO Position: Q1 2015 in Review

Bartlett & Co sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2015, closing a stake of 81 shares — an estimated $4K sold.

Bartlett & Co first reported a position in RWO in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 147 funds tracked by Wall St. Rank hold RWO as of Q1 2015.

  • Bartlett & Co reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2015 after selling out during the quarter.
  • Bartlett & Co sold 81 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2015, an estimated $4K.
  • Bartlett & Co first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and held it in 1 quarter.
  • Bartlett & Co's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2015.

Based on Bartlett & Co's 13F filing for Q1 2015, filed 1 May 2015.