Carmichael Hill & Associates’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Carmichael Hill & Associates’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
2021 Q3	–	Sell	-294	Closed	-$15K	–	813
2021 Q2	$15K	Buy	294 +2	+0.7%	+$101	0.01%	549
2021 Q1	$14K	Buy	292 +1	+0.3%	+$46	0.01%	548
2020 Q4	$13K	Buy	291 +3	+1%	+$127	0.01%	533
2020 Q3	$11K	Buy	288 +3	+1%	+$120	0.01%	520
2020 Q2	$11K	Buy	285 +2	+0.7%	+$76	0.01%	490
2020 Q1	$10K	Buy	283 +2	+0.7%	+$95	0.01%	465
2019 Q4	$14K	Buy	+281	New	+$14.6K	0.01%	444

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PSUF

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Carmichael Hill & Associates's RWO Position: Q3 2021 in Review

Carmichael Hill & Associates sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2021, closing a stake of 294 shares — an estimated $15K sold.

Carmichael Hill & Associates first reported a position in RWO in Q4 2019 and held it in 7 quarters. The position peaked at $15K in Q2 2021. 235 funds tracked by Wall St. Rank hold RWO as of Q3 2021.

Carmichael Hill & Associates reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Carmichael Hill & Associates sold 294 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2021, an estimated $15K.
Carmichael Hill & Associates first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 7 quarters.
Carmichael Hill & Associates's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $15K in Q2 2021.
235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2021.

Based on Carmichael Hill & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.