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Burt Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-360
Closed -$18K – 536
2016
Q1 		$18K Buy
+360
New +$16.4K 0.02% 259

Other funds holding RWO

Goldman Sachs
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burt Wealth Advisors's RWO Position: Q2 2016 in Review

Burt Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2016, closing a stake of 360 shares — an estimated $18K sold.

Burt Wealth Advisors first reported a position in RWO in Q1 2016 and held it in 1 quarter. The position peaked at $18K in Q1 2016. 171 funds tracked by Wall St. Rank hold RWO as of Q2 2016.

  • Burt Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 360 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2016, an estimated $18K.
  • Burt Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $18K in Q1 2016.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.