Clarfeld Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$1.36M	Buy	+15,828	New	+$1.45M	1.13%	14

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarfeld Financial Advisors's RWR Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2018: 15,828 shares worth $1.36M. The stake represents 1.13% of the portfolio and ranks #14 among its holdings.

247 funds tracked by Wall St. Rank hold RWR as of Q4 2018.

Clarfeld Financial Advisors held 15,828 shares of State Street SPDR Dow Jones REIT ETF worth $1.36M as of Q4 2018.
State Street SPDR Dow Jones REIT ETF was a new Clarfeld Financial Advisors position in Q4 2018.
State Street SPDR Dow Jones REIT ETF made up 1.13% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #14 holding.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.