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

Berman Capital 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
2020
Q4 		– Sell
-2,510
Closed -$99K – 1806
2020
Q3 		$99K Hold
2,510
– – 0.03% 229
2020
Q2 		$97K Hold
2,510
– – 0.03% 230
2020
Q1 		$90K Buy
+2,510
New +$119K 0.03% 212

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Berman Capital Advisors's RWO Position: Q4 2020 in Review

Berman Capital Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2020, closing a stake of 2,510 shares — an estimated $99K sold.

Berman Capital Advisors first reported a position in RWO in Q1 2020 and held it in 3 quarters. The position peaked at $99K in Q3 2020. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2020.

  • Berman Capital Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,510 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2020, an estimated $99K.
  • Berman Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020 and held it in 3 quarters.
  • Berman Capital Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $99K in Q3 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.