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

Centaurus Financial’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	-2,584	Closed	-$133K	–	630
2019 Q4	$133K	Buy	+2,584	New	+$134K	0.02%	548
2019 Q3	–	Sell	-3,343	Closed	-$167K	–	555
2019 Q2	$167K	Buy	3,343 +2,989	+844%	+$149K	0.03%	462
2019 Q1	$7.08K	Sell	354 -702	-66%	-$33.9K	0.04%	310
2018 Q4	$24	Buy	1,056 +1,032	+4,300%	+$47.8K	0.17%	113
2018 Q3	$1.15K	Sell	24 -21,911	-100%	-$1.06M	0.21%	115
2018 Q2	$1.05M	Buy	21,935 +4,174	+24%	+$197K	0.15%	155
2018 Q1	$822K	Buy	17,761 +4,495	+34%	+$209K	0.19%	128
2017 Q4	$648K	Buy	+13,266	New	+$640K	0.17%	149

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 $17.9B AUM 21.2% 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 $2.56B AUM 17.72% 1-Year Est. Return

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

Centaurus Financial's RWO Position: Q1 2020 in Review

Centaurus Financial sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 2,584 shares — an estimated $133K sold.

Centaurus Financial first reported a position in RWO in Q4 2017 and held it in 8 quarters. The position peaked at $1.05M in Q2 2018. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Centaurus Financial reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Centaurus Financial sold 2,584 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $133K.
Centaurus Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 8 quarters.
Centaurus Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.05M in Q2 2018.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Centaurus Financial's 13F filing for Q1 2020, filed 21 Apr 2020.