BDO Wealth Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

BDO Wealth Advisors’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-448	Closed	-$12K	–	607
2017 Q4	$12K	Buy	+448	New	+$11.5K	0.01%	327

Other funds holding RLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

BDO Wealth Advisors's RLY Position: Q1 2018 in Review

BDO Wealth Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q1 2018, closing a stake of 448 shares — an estimated $12K sold.

BDO Wealth Advisors first reported a position in RLY in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 31 funds tracked by Wall St. Rank hold RLY as of Q1 2018.

BDO Wealth Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q1 2018 after selling out during the quarter.
BDO Wealth Advisors sold 448 State Street Multi-Asset Real Return ETF shares in Q1 2018, an estimated $12K.
BDO Wealth Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2017 and held it in 1 quarter.
BDO Wealth Advisors's State Street Multi-Asset Real Return ETF position peaked at $12K in Q4 2017.
31 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.