Chicago Partners Investment Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Chicago Partners Investment Group’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
2022 Q1	–	Sell	-3,985	Closed	-$205K	–	599
2021 Q4	$205K	Buy	3,985 +343	+9%	+$18.7K	0.01%	525
2021 Q3	$201K	Buy	+3,642	New	+$194K	0.01%	552
2018 Q4	–	Sell	-707	Closed	-$33K	–	789
2018 Q3	$33K	Buy	707 +411	+139%	+$19.9K	﹤0.01%	587
2018 Q2	$14K	Buy	+296	New	+$14K	﹤0.01%	734

Other funds holding RWO

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Chicago Partners Investment Group's RWO Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2022, closing a stake of 3,985 shares — an estimated $205K sold.

Chicago Partners Investment Group first reported a position in RWO in Q2 2018 and held it in 4 quarters. The position peaked at $205K in Q4 2021. 243 funds tracked by Wall St. Rank hold RWO as of Q1 2022.

Chicago Partners Investment Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 3,985 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2022, an estimated $205K.
Chicago Partners Investment Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2018 and held it in 4 quarters.
Chicago Partners Investment Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $205K in Q4 2021.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.