Certified Advisory Corp’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Certified Advisory Corp’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-68	Closed	-$5K	–	804
2020 Q1	$5K	Hold	68	–	–	﹤0.01%	618
2019 Q4	$7K	Hold	68	–	–	﹤0.01%	628
2019 Q3	$7K	Hold	68	–	–	﹤0.01%	641
2019 Q2	$7K	Hold	68	–	–	﹤0.01%	637
2019 Q1	$7K	Hold	68	–	–	﹤0.01%	596
2018 Q4	$6K	Hold	68	–	–	﹤0.01%	607
2018 Q3	$6K	Hold	68	–	–	﹤0.01%	643
2018 Q2	$6K	Hold	68	–	–	﹤0.01%	618
2018 Q1	$5K	Buy	68 +2	+3%	+$173	﹤0.01%	605
2017 Q4	$6K	Buy	+66	New	+$6.17K	﹤0.01%	549

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Certified Advisory Corp's RWR Position: Q2 2020 in Review

Certified Advisory Corp sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2020, closing a stake of 68 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in RWR in Q4 2017 and held it in 10 quarters. The position peaked at $7K in Q4 2019. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2020.

Certified Advisory Corp reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 68 State Street SPDR Dow Jones REIT ETF shares in Q2 2020, an estimated $5K.
Certified Advisory Corp first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 10 quarters.
Certified Advisory Corp's State Street SPDR Dow Jones REIT ETF position peaked at $7K in Q4 2019.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.