Blue Chip Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Blue Chip Partners’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
2017 Q1	–	Sell	-2,655	Closed	-$124K	–	128
2016 Q4	$124K	Hold	2,655	–	–	0.05%	120
2016 Q3	$132K	Hold	2,655	–	–	0.06%	114
2016 Q2	$134K	Hold	2,655	–	–	0.06%	113
2016 Q1	$130K	Hold	2,655	–	–	0.06%	110
2015 Q4	$124K	Hold	2,655	–	–	0.06%	109
2015 Q3	$120K	Hold	2,655	–	–	0.08%	111
2015 Q2	$122K	Hold	2,655	–	–	0.08%	104
2015 Q1	$132K	Hold	2,655	–	–	0.09%	105
2014 Q4	$127K	Buy	+2,655	New	+$124K	0.09%	101

Other funds holding RWO

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

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blue Chip Partners's RWO Position: Q1 2017 in Review

Blue Chip Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2017, closing a stake of 2,655 shares — an estimated $124K sold.

Blue Chip Partners first reported a position in RWO in Q4 2014 and held it in 9 quarters. The position peaked at $134K in Q2 2016. 186 funds tracked by Wall St. Rank hold RWO as of Q1 2017.

Blue Chip Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Blue Chip Partners sold 2,655 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2017, an estimated $124K.
Blue Chip Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and held it in 9 quarters.
Blue Chip Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $134K in Q2 2016.
186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2017.

Based on Blue Chip Partners's 13F filing for Q1 2017, filed 8 May 2017.