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

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	–	509
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 $617B AUM 30.33% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concert Wealth Management's RWO Position: Q3 2017 in Review

Concert Wealth Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 9.5% in Q3 2017, buying an estimated $55.8K and bringing the position to 13,359 shares worth $634K. The position accounts for 2.57% of the portfolio, ranked #15.

Concert Wealth Management first reported a position in RWO in Q2 2014 and has held it in 13 quarters since. The position peaked at $1.24M in Q2 2015. 199 funds tracked by Wall St. Rank hold RWO as of Q3 2017.

Concert Wealth Management held 13,359 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $634K as of Q3 2017.
Concert Wealth Management bought 1,163 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2017, an estimated $55.8K.
State Street SPDR Dow Jones Global Real Estate ETF made up 2.57% of Concert Wealth Management's portfolio in Q3 2017, its #15 holding.
Concert Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2014 and has held it in 13 quarters since.
Concert Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.24M in Q2 2015.
199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.