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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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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 $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return