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

Baystate Wealth Management’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
2019 Q2	–	Sell	-58	Closed	-$3K	–	676
2019 Q1	$3K	Sell	58 -87	-60%	-$4.2K	﹤0.01%	477
2018 Q4	$7K	Buy	145 +2	+1%	+$93	﹤0.01%	412
2018 Q3	$7K	Hold	143	–	–	﹤0.01%	413
2018 Q2	$7K	Buy	+143	New	+$6.74K	﹤0.01%	410
2018 Q1	–	Sell	-12	Closed	-$1K	–	712
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	604
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	585
2017 Q2	$1K	Buy	+12	New	+$575	﹤0.01%	617

Other funds holding RWO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baystate Wealth Management's RWO Position: Q2 2019 in Review

Baystate Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2019, closing a stake of 58 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in RWO in Q2 2017 and held it in 7 quarters. The position peaked at $7K in Q4 2018. 249 funds tracked by Wall St. Rank hold RWO as of Q2 2019.

Baystate Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Baystate Wealth Management sold 58 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2019, an estimated $3K.
Baystate Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2017 and held it in 7 quarters.
Baystate Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $7K in Q4 2018.
249 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2019.

Based on Baystate Wealth Management's 13F filing for Q2 2019, filed 2 Jul 2019.