Certified Advisory Corp’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Certified Advisory Corp’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	-902	Closed	-$46K	–	819
2019 Q4	$46K	Hold	902	–	–	0.01%	333
2019 Q3	$47K	Hold	902	–	–	0.02%	333
2019 Q2	$45K	Buy	902 +792	+720%	+$39.6K	0.02%	336
2019 Q1	$6K	Hold	110	–	–	﹤0.01%	615
2018 Q4	$5K	Buy	110 +2	+2%	+$93	﹤0.01%	631
2018 Q3	$5K	Buy	108 +1	+0.9%	+$48	﹤0.01%	662
2018 Q2	$5K	Buy	107 +1	+0.9%	+$47	﹤0.01%	636
2018 Q1	$4K	Buy	106 +1	+1%	+$47	﹤0.01%	623
2017 Q4	$5K	Buy	+105	New	+$5.07K	﹤0.01%	569

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

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

Certified Advisory Corp's RWO Position: Q1 2020 in Review

Certified Advisory Corp sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 902 shares — an estimated $46K sold.

Certified Advisory Corp first reported a position in RWO in Q4 2017 and held it in 9 quarters. The position peaked at $47K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Certified Advisory Corp reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Certified Advisory Corp sold 902 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $46K.
Certified Advisory Corp first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 9 quarters.
Certified Advisory Corp's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $47K 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 Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.