Betterment LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Betterment LLC’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,065	Closed	-$204K	–	113
2019 Q1	$204K	Sell	2,065 -483	-19%	-$45.8K	﹤0.01%	109
2018 Q4	$219K	Buy	+2,548	New	+$233K	﹤0.01%	103

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC's RWR Position: Q2 2019 in Review

Betterment LLC sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2019, closing a stake of 2,065 shares — an estimated $204K sold.

Betterment LLC first reported a position in RWR in Q4 2018 and held it in 2 quarters. The position peaked at $219K in Q4 2018. 247 funds tracked by Wall St. Rank hold RWR as of Q2 2019.

Betterment LLC reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2019 after selling out during the quarter.
Betterment LLC sold 2,065 State Street SPDR Dow Jones REIT ETF shares in Q2 2019, an estimated $204K.
Betterment LLC first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 2 quarters.
Betterment LLC's State Street SPDR Dow Jones REIT ETF position peaked at $219K in Q4 2018.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2019.

Based on Betterment LLC's 13F filing for Q2 2019, filed 14 Aug 2019.