Chevy Chase Trust
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Chevy Chase Trust’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Chevy Chase Trust’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
2015
Q1 		– Sell
-199
Closed -$9K – 704
2014
Q4 		$9K Buy
199
+2
+1% +$94 ﹤0.01% 697
2014
Q3 		$9K Buy
197
+12
+6% +$560 ﹤0.01% 700
2014
Q2 		$9K Buy
+185
New +$8.45K ﹤0.01% 695

Other funds holding RWO

Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chevy Chase Trust's RWO Position: Q1 2015 in Review

Chevy Chase Trust sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2015, closing a stake of 199 shares — an estimated $9K sold.

Chevy Chase Trust first reported a position in RWO in Q2 2014 and held it in 3 quarters. The position peaked at $9K in Q4 2014. 147 funds tracked by Wall St. Rank hold RWO as of Q1 2015.

  • Chevy Chase Trust reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2015 after selling out during the quarter.
  • Chevy Chase Trust sold 199 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2015, an estimated $9K.
  • Chevy Chase Trust first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2014 and held it in 3 quarters.
  • Chevy Chase Trust's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $9K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2015.

Based on Chevy Chase Trust's 13F filing for Q1 2015, filed 15 Apr 2015.