B
RWO icon

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

Bridgeworth’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
-7,764
Closed -$370K – 64
2017
Q3 		$370K Buy
+7,764
New +$373K 0.52% 40

Other funds holding RWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HSBC Holdings
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridgeworth's RWO Position: Q4 2017 in Review

Bridgeworth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2017, closing a stake of 7,764 shares — an estimated $370K sold.

Bridgeworth first reported a position in RWO in Q3 2017 and held it in 1 quarter. The position peaked at $370K in Q3 2017. 237 funds tracked by Wall St. Rank hold RWO as of Q4 2017.

  • Bridgeworth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Bridgeworth sold 7,764 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2017, an estimated $370K.
  • Bridgeworth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2017 and held it in 1 quarter.
  • Bridgeworth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $370K in Q3 2017.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2017.

Based on Bridgeworth's 13F filing for Q4 2017, filed 8 Feb 2018.