Bremer Trust National Association’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bremer Trust National Association’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	$135K	Buy	+3,040	New	+$141K	0.03%	297
2015 Q2	–	Sell	-9,326	Closed	-$463K	–	254
2015 Q1	$463K	Buy	+9,326	New	+$466K	0.15%	134

Other funds holding RWO

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bremer Trust National Association's RWO Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018: 3,040 shares worth $135K. The stake represents 0.03% of the portfolio and ranks #297 among its holdings. This is a return to the name: Bremer Trust National Association previously reported a position in RWO as recently as Q1 2015.

Bremer Trust National Association first reported a position in RWO in Q1 2015 and has held it in 2 quarters since. The position peaked at $463K in Q1 2015. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

Bremer Trust National Association held 3,040 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $135K as of Q4 2018.
State Street SPDR Dow Jones Global Real Estate ETF was a new Bremer Trust National Association position in Q4 2018.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Bremer Trust National Association's portfolio in Q4 2018, its #297 holding.
Bremer Trust National Association first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and has held it in 2 quarters since.
Bremer Trust National Association's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $463K in Q1 2015.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.