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Bernardo Wealth Planning’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bernardo Wealth Planning’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
-4,105
Closed -$211K – 154
2019
Q4 		$211K Sell
4,105
-103
-2% -$5.36K 0.13% 156
2019
Q3 		$218K Sell
4,208
-109
-3% -$5.54K 0.16% 140
2019
Q2 		$215K Hold
4,317
– – 0.17% 136
2019
Q1 		$216K Buy
+4,317
New +$208K 0.17% 133

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
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
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GT
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bernardo Wealth Planning's RWO Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 4,105 shares — an estimated $211K sold.

Bernardo Wealth Planning first reported a position in RWO in Q1 2019 and held it in 4 quarters. The position peaked at $218K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,105 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $211K.
  • Bernardo Wealth Planning first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and held it in 4 quarters.
  • Bernardo Wealth Planning's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $218K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.