Bedel Financial Consulting’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bedel Financial Consulting’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
2020 Q1	–	Sell	-111	Closed	-$6K	–	896
2019 Q4	$6K	Hold	111	–	–	﹤0.01%	567
2019 Q3	$6K	Sell	111 -1	-0.9%	-$51	﹤0.01%	548
2019 Q2	$6K	Hold	112	–	–	﹤0.01%	546
2019 Q1	$6K	Hold	112	–	–	﹤0.01%	550
2018 Q4	$5K	Sell	112 -27	-19%	-$1.25K	﹤0.01%	538
2018 Q3	$6K	Buy	+139	New	+$6.73K	﹤0.01%	534

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return

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

Bedel Financial Consulting's RWO Position: Q1 2020 in Review

Bedel Financial Consulting sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 111 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in RWO in Q3 2018 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Bedel Financial Consulting reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Bedel Financial Consulting sold 111 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $6K.
Bedel Financial Consulting first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 6 quarters.
Bedel Financial Consulting's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $6K in Q4 2019.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Bedel Financial Consulting's 13F filing for Q1 2020, filed 6 May 2020.