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BOK Financial’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

BOK Financial’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
2018
Q4 		– Sell
-8,812
Closed -$420K – 930
2018
Q3 		$420K Sell
8,812
-510
-5% -$24.7K 0.01% 721
2018
Q2 		$449K Buy
9,322
+930
+11% +$43.8K 0.01% 695
2018
Q1 		$388K Buy
8,392
+2
+0% +$93 0.01% 707
2017
Q4 		$410K Buy
8,390
+3
+0% +$145 0.01% 713
2017
Q3 		$401K Sell
8,387
-1,091
-12% -$52.4K 0.01% 717
2017
Q2 		$452K Buy
9,478
+67
+0.7% +$3.21K 0.01% 653
2017
Q1 		$443K Buy
9,411
+119
+1% +$5.61K 0.01% 682
2016
Q4 		$435K Buy
9,292
+36
+0.4% +$1.67K 0.01% 680
2016
Q3 		$461K Buy
9,256
+59
+0.6% +$3K 0.02% 660
2016
Q2 		$463K Buy
9,197
+850
+10% +$41.7K 0.02% 617
2016
Q1 		$409K Buy
8,347
+1,487
+22% +$67.8K 0.01% 628
2015
Q4 		$321K Buy
6,860
+1,581
+30% +$74.3K 0.01% 683
2015
Q3 		$239K Buy
+5,279
New +$244K 0.01% 734

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BOK Financial's RWO Position: Q4 2018 in Review

BOK Financial sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 8,812 shares — an estimated $420K sold.

BOK Financial first reported a position in RWO in Q3 2015 and held it in 13 quarters. The position peaked at $463K in Q2 2016. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

  • BOK Financial reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • BOK Financial sold 8,812 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $420K.
  • BOK Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2015 and held it in 13 quarters.
  • BOK Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $463K in Q2 2016.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on BOK Financial's 13F filing for Q4 2018, filed 13 Feb 2019.