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CWM
Concert Wealth Management’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Concert Wealth Management’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
$634K
Buy
13,359
+1,163
+10%
+$55.8K
2.57%
15
2017
Q2
$574K
Buy
+12,196
New
+$585K
0.56%
54
2017
Q1
–
Sell
-22,842
Closed
-$1.07M
–
515
2016
Q4
$1.07M
Buy
22,842
+5,264
+30%
+$244K
0.24%
124
2016
Q3
$878K
Buy
17,578
+6,427
+58%
+$327K
0.11%
243
2016
Q2
$564K
Buy
11,151
+4,779
+75%
+$234K
0.08%
320
2016
Q1
$306K
Sell
6,372
-9,081
-59%
-$414K
0.04%
449
2015
Q4
$723K
Sell
15,453
-1,780
-10%
-$83.6K
0.1%
264
2015
Q3
$777K
Sell
17,233
-9,950
-37%
-$459K
0.11%
252
2015
Q2
$1.24M
Buy
27,183
+3,930
+17%
+$190K
0.16%
155
2015
Q1
$348K
Buy
23,253
+13,171
+131%
+$658K
0.1%
263
2014
Q4
$486K
Sell
10,082
-3,712
-27%
-$174K
0.07%
328
2014
Q3
$613K
Buy
13,794
+1,281
+10%
+$59.8K
0.08%
224
2014
Q2
$538K
Buy
+12,513
New
+$572K
0.07%
258
Other funds holding RWO
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SFA
Sequoia Financial Advisors
Akron, Ohio
$17.8B AUM
21.2%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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