CI Investments Inc
RWO icon

CI Investments Inc’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

CI Investments Inc’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
-58,511
Closed -$3.01M – 621
2019
Q4 		$3.01M Sell
58,511
-43,897
-43% -$2.28M 0.02% 274
2019
Q3 		$5.31M Buy
102,408
+3,428
+3% +$174K 0.03% 239
2019
Q2 		$4.94M Buy
98,980
+1,950
+2% +$97.4K 0.03% 227
2019
Q1 		$4.85M Buy
97,030
+190
+0.2% +$9.16K 0.03% 241
2018
Q4 		$4.29M Sell
96,840
-4,910
-5% -$227K 0.03% 225
2018
Q3 		$4.84M Buy
101,750
+4,880
+5% +$236K 0.04% 214
2018
Q2 		$4.66M Sell
96,870
-2,310
-2% -$109K 0.04% 208
2018
Q1 		$4.59M Sell
99,180
-1,620
-2% -$75.5K 0.05% 145
2017
Q4 		$4.93M Buy
100,800
+620
+0.6% +$29.9K 0.05% 135
2017
Q3 		$4.79M Buy
100,180
+7,060
+8% +$339K 0.05% 146
2017
Q2 		$4.44M Buy
93,120
+10,860
+13% +$521K 0.05% 129
2017
Q1 		$3.87M Buy
82,260
+2,000
+2% +$94.3K 0.04% 141
2016
Q4 		$3.76M Buy
80,260
+4,240
+6% +$197K 0.04% 148
2016
Q3 		$3.79M Buy
76,020
+4,010
+6% +$204K 0.04% 155
2016
Q2 		$3.63M Buy
+72,010
New +$3.53M 0.04% 141

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CI Investments Inc's RWO Position: Q1 2020 in Review

CI Investments Inc sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 58,511 shares — an estimated $3.01M sold.

CI Investments Inc first reported a position in RWO in Q2 2016 and held it in 15 quarters. The position peaked at $5.31M in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • CI Investments Inc reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • CI Investments Inc sold 58,511 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $3.01M.
  • CI Investments Inc first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2016 and held it in 15 quarters.
  • CI Investments Inc's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5.31M 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 CI Investments Inc's 13F filing for Q1 2020, filed 7 Aug 2020.