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Client 1st Advisory Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Client 1st Advisory 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
2020
Q3 		– Sell
-5,531
Closed -$216K – 62
2020
Q2 		$216K Sell
5,531
-4,151
-43% -$159K 0.18% 55
2020
Q1 		$349K Sell
9,682
-6,135
-39% -$292K 0.37% 36
2019
Q4 		$815K Buy
+15,817
New +$823K 0.8% 26

Other funds holding RWO

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Client 1st Advisory Group's RWO Position: Q3 2020 in Review

Client 1st Advisory Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2020, closing a stake of 5,531 shares — an estimated $216K sold.

Client 1st Advisory Group first reported a position in RWO in Q4 2019 and held it in 3 quarters. The position peaked at $815K in Q4 2019. 204 funds tracked by Wall St. Rank hold RWO as of Q3 2020.

  • Client 1st Advisory Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Client 1st Advisory Group sold 5,531 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2020, an estimated $216K.
  • Client 1st Advisory Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Client 1st Advisory Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $815K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2020.

Based on Client 1st Advisory Group's 13F filing for Q3 2020, filed 12 Nov 2020.