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

Belvedere 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
Q2 		$5K Sell
94
-1,760
-95% -$87.9K 0.15% 25
2019
Q1 		$92K Buy
+1,854
New +$89.4K 1.19% 20

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belvedere Advisors's RWO Position: Q2 2019 in Review

Belvedere Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 95% in Q2 2019, selling an estimated $87.9K and leaving 94 shares worth $5K. The position accounts for 0.15% of the portfolio, ranked #25.

Belvedere Advisors first reported a position in RWO in Q1 2019 and has held it in 2 quarters since. The position peaked at $92K in Q1 2019. 249 funds tracked by Wall St. Rank hold RWO as of Q2 2019.

  • Belvedere Advisors held 94 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $5K as of Q2 2019.
  • Belvedere Advisors sold 1,760 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2019, an estimated $87.9K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.15% of Belvedere Advisors's portfolio in Q2 2019, its #25 holding.
  • Belvedere Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $92K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.