Beacon Pointe Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Beacon Pointe Wealth Advisors’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 Q4	$443K	Buy	8,597 +12	+0.1%	+$624	0.08%	171
2019 Q3	$445K	Sell	8,585 -65	-0.8%	-$3.3K	0.09%	165
2019 Q2	$430K	Buy	8,650 +21	+0.2%	+$1.05K	0.09%	173
2019 Q1	$432K	Buy	8,629 +43	+0.5%	+$2.07K	0.1%	165
2018 Q4	$379K	Buy	+8,586	New	+$397K	0.14%	148

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFA

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Pointe Wealth Advisors's RWO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.14% in Q4 2019, buying an estimated $624 and bringing the position to 8,597 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #171.

Beacon Pointe Wealth Advisors first reported a position in RWO in Q4 2018 and has held it in 5 quarters since. The position peaked at $445K in Q3 2019. 262 funds tracked by Wall St. Rank hold RWO as of Q4 2019.

Beacon Pointe Wealth Advisors held 8,597 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $443K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 12 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2019, an estimated $624.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #171 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $445K in Q3 2019.
262 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.