Coyle Financial Counsel’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Coyle Financial Counsel’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
2015 Q4	–	Sell	-2,857	Closed	-$246K	–	44
2015 Q3	$246K	Buy	2,857 +221	+8%	+$19.2K	0.23%	39
2015 Q2	$222K	Buy	2,636 +155	+6%	+$13.9K	0.25%	40
2015 Q1	$235K	Sell	2,481 -347	-12%	-$33K	0.26%	42
2014 Q4	$257K	Buy	2,828 +8	+0.3%	+$701	0.31%	40
2014 Q3	$225K	Buy	2,820 +148	+6%	+$12.4K	0.28%	41
2014 Q2	$222K	Sell	2,672 -21	-0.8%	-$1.71K	0.3%	40
2014 Q1	$210K	Buy	+2,693	New	+$203K	0.29%	40

Other funds holding RWR

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Coyle Financial Counsel's RWR Position: Q4 2015 in Review

Coyle Financial Counsel sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2015, closing a stake of 2,857 shares — an estimated $246K sold.

Coyle Financial Counsel first reported a position in RWR in Q1 2014 and held it in 7 quarters. The position peaked at $257K in Q4 2014. 205 funds tracked by Wall St. Rank hold RWR as of Q4 2015.

Coyle Financial Counsel reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2015 after selling out during the quarter.
Coyle Financial Counsel sold 2,857 State Street SPDR Dow Jones REIT ETF shares in Q4 2015, an estimated $246K.
Coyle Financial Counsel first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2014 and held it in 7 quarters.
Coyle Financial Counsel's State Street SPDR Dow Jones REIT ETF position peaked at $257K in Q4 2014.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2015.

Based on Coyle Financial Counsel's 13F filing for Q4 2015, filed 2 Mar 2016.