Clearwater Capital Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Clearwater Capital 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 Q1	–	Sell	-3,174	Closed	-$297K	–	626
2017 Q4	$297K	Sell	3,174 -600	-16%	-$56.1K	0.07%	146
2017 Q3	$351K	Hold	3,774	–	–	0.08%	135
2017 Q2	$342K	Hold	3,774	–	–	0.09%	132
2017 Q1	$350K	Hold	3,774	–	–	0.1%	131
2016 Q4	$353K	Hold	3,774	–	–	0.12%	116
2016 Q3	$355K	Hold	3,774	–	–	0.12%	108
2016 Q2	$378K	Buy	+3,774	New	+$357K	0.14%	101

Other funds holding RWR

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Clearwater Capital Advisors's RWR Position: Q1 2018 in Review

Clearwater Capital Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2018, closing a stake of 3,174 shares — an estimated $297K sold.

Clearwater Capital Advisors first reported a position in RWR in Q2 2016 and held it in 7 quarters. The position peaked at $378K in Q2 2016. 209 funds tracked by Wall St. Rank hold RWR as of Q1 2018.

Clearwater Capital Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 3,174 State Street SPDR Dow Jones REIT ETF shares in Q1 2018, an estimated $297K.
Clearwater Capital Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2016 and held it in 7 quarters.
Clearwater Capital Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $378K in Q2 2016.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2018.

Based on Clearwater Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.