BFEC
RWO icon

Benjamin F. Edwards & Company’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Benjamin F. Edwards & Company’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
2021
Q2 		– Sell
-14
Closed -$1K – 1770
2021
Q1 		$1K Buy
+14
New +$639 ﹤0.01% 1656
2019
Q4 		– Sell
-120
Closed -$6K – 1938
2019
Q3 		$6K Sell
120
-390
-76% -$19.8K ﹤0.01% 1546
2019
Q2 		$25K Sell
510
-345
-40% -$17.2K ﹤0.01% 1130
2019
Q1 		$43K Sell
855
-116
-12% -$5.59K ﹤0.01% 912
2018
Q4 		$43K Sell
971
-2,824
-74% -$131K ﹤0.01% 873
2018
Q3 		$181K Sell
3,795
-7,118
-65% -$345K 0.02% 553
2018
Q2 		$525K Buy
10,913
+736
+7% +$34.7K 0.05% 314
2018
Q1 		$471K Sell
10,177
-31
-0.3% -$1.44K 0.05% 332
2017
Q4 		$499K Buy
10,208
+336
+3% +$16.2K 0.05% 311
2017
Q3 		$471K Buy
9,872
+1,013
+11% +$48.6K 0.06% 290
2017
Q2 		$422K Buy
8,859
+753
+9% +$36.1K 0.06% 304
2017
Q1 		$382K Buy
8,106
+1,962
+32% +$92.6K 0.06% 303
2016
Q4 		$288K Buy
6,144
+296
+5% +$13.7K 0.05% 307
2016
Q3 		$291K Sell
5,848
-18,583
-76% -$946K 0.05% 290
2016
Q2 		$1.23M Sell
24,431
-80
-0.3% -$3.92K 0.24% 97
2016
Q1 		$1.2M Buy
24,511
+3,024
+14% +$138K 0.25% 91
2015
Q4 		$1.01M Buy
21,487
+92
+0.4% +$4.32K 0.22% 97
2015
Q3 		$966K Buy
21,395
+3,147
+17% +$145K 0.21% 99
2015
Q2 		$836K Buy
18,248
+1,722
+10% +$83.3K 0.17% 131
2015
Q1 		$821K Buy
16,526
+194
+1% +$9.69K 0.17% 137
2014
Q4 		$780K Buy
16,332
+26
+0.2% +$1.22K 0.18% 126
2014
Q3 		$723K Buy
16,306
+16,159
+10,993% +$754K 0.18% 132
2014
Q2 		$7K Hold
147
– – ﹤0.01% 786
2014
Q1 		$6K Hold
147
– – ﹤0.01% 758
2013
Q4 		$6K Hold
147
– – ﹤0.01% 734
2013
Q3 		$6K Hold
147
– – ﹤0.01% 684
2013
Q2 		$6K Buy
+147
New +$6.64K ﹤0.01% 653

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Benjamin F. Edwards & Company's RWO Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2021, closing a stake of 14 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in RWO in Q2 2013 and held it in 27 quarters. The position peaked at $1.23M in Q2 2016. 236 funds tracked by Wall St. Rank hold RWO as of Q2 2021.

  • Benjamin F. Edwards & Company reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 14 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2021, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 27 quarters.
  • Benjamin F. Edwards & Company's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.23M in Q2 2016.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.