Capital Directions Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Capital Directions Investment 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
2020 Q1	–	Sell	-3,930	Closed	-$202K	–	239
2019 Q4	$202K	Hold	3,930	–	–	0.06%	65
2019 Q3	$204K	Hold	3,930	–	–	0.07%	62
2019 Q2	$196K	Hold	3,930	–	–	0.07%	48
2019 Q1	$197K	Hold	3,930	–	–	0.06%	46
2018 Q4	$174K	Buy	+3,930	New	+$182K	0.06%	53
2018 Q1	–	Sell	-503	Closed	-$25K	–	100
2017 Q4	$25K	Buy	+503	New	+$24.3K	0.01%	79

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Directions Investment Advisors's RWO Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 3,930 shares — an estimated $202K sold.

Capital Directions Investment Advisors first reported a position in RWO in Q4 2017 and held it in 6 quarters. The position peaked at $204K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Capital Directions Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Capital Directions Investment Advisors sold 3,930 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $202K.
Capital Directions Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 6 quarters.
Capital Directions Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $204K in Q3 2019.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.