Braver Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Braver Wealth Management’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
2015 Q1	–	Sell	-44,951	Closed	-$4.09M	–	94
2014 Q4	$4.09M	Buy	44,951 +10,975	+32%	+$962K	0.84%	26
2014 Q3	$2.71M	Sell	33,976 -637	-2%	-$53.3K	0.82%	24
2014 Q2	$2.87M	Buy	34,613 +256	+0.7%	+$20.9K	0.74%	27
2014 Q1	$2.68M	Sell	34,357 -112	-0.3%	-$8.46K	0.77%	23
2013 Q4	$2.46M	Buy	34,469 +638	+2%	+$46.9K	0.85%	21
2013 Q3	$2.47M	Sell	33,831 -750	-2%	-$56.2K	0.85%	21
2013 Q2	$2.63M	Buy	+34,581	New	+$2.77M	1.21%	15

Other funds holding RWR

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

CSIA

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Braver Wealth Management's RWR Position: Q1 2015 in Review

Braver Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2015, closing a stake of 44,951 shares — an estimated $4.09M sold.

Braver Wealth Management first reported a position in RWR in Q2 2013 and held it in 7 quarters. The position peaked at $4.09M in Q4 2014. 188 funds tracked by Wall St. Rank hold RWR as of Q1 2015.

Braver Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2015 after selling out during the quarter.
Braver Wealth Management sold 44,951 State Street SPDR Dow Jones REIT ETF shares in Q1 2015, an estimated $4.09M.
Braver Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 7 quarters.
Braver Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $4.09M in Q4 2014.
188 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2015.

Based on Braver Wealth Management's 13F filing for Q1 2015, filed 14 May 2015.