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Chessman Wealth Strategies RIA’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-468
Closed -$22K – 144
2018
Q3 		$22K Buy
+468
New +$22.7K 0.02% 95

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HSBC Holdings
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Jones Financial Companies
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State Street
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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Chessman Wealth Strategies RIA's RWO Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 468 shares — an estimated $22K sold.

Chessman Wealth Strategies RIA first reported a position in RWO in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 468 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $22K.
  • Chessman Wealth Strategies RIA first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $22K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.