Boston Standard Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Boston Standard Wealth Management’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 Q4	–	Sell	-93,181	Closed	-$4.45M	–	30
2017 Q3	$4.45M	Buy	93,181 +1,195	+1%	+$57.4K	2.98%	9
2017 Q2	$4.42M	Buy	91,986 +1,697	+2%	+$81.4K	3.07%	7
2017 Q1	$4.25M	Buy	90,289 +3,209	+4%	+$151K	3.26%	7
2016 Q4	$4.08M	Buy	87,080 +1,553	+2%	+$72.1K	3.23%	8
2016 Q3	$4.26M	Buy	85,527 +1,493	+2%	+$76K	3.45%	8
2016 Q2	$4.23M	Sell	84,034 -3,334	-4%	-$163K	3.68%	8
2016 Q1	$4.27M	Sell	87,368 -2,217	-2%	-$101K	3.91%	7
2015 Q4	$4.23M	Sell	89,585 -2,899	-3%	-$136K	4.18%	7
2015 Q3	$4.13M	Buy	92,484 +361	+0.4%	+$16.7K	4.11%	7
2015 Q2	$4.21M	Sell	92,123 -988	-1%	-$47.8K	3.94%	8
2015 Q1	$4.63M	Sell	93,111 -3,569	-4%	-$178K	4.32%	8
2014 Q4	$4.85M	Buy	+96,680	New	+$4.53M	4.8%	7

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Standard Wealth Management's RWO Position: Q4 2017 in Review

Boston Standard Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2017, closing a stake of 93,181 shares — an estimated $4.45M sold.

Boston Standard Wealth Management first reported a position in RWO in Q4 2014 and held it in 12 quarters. The position peaked at $4.85M in Q4 2014. 237 funds tracked by Wall St. Rank hold RWO as of Q4 2017.

Boston Standard Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Boston Standard Wealth Management sold 93,181 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2017, an estimated $4.45M.
Boston Standard Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and held it in 12 quarters.
Boston Standard Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.85M in Q4 2014.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2017.

Based on Boston Standard Wealth Management's 13F filing for Q4 2017, filed 9 Jan 2018.