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CPWM LLC’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

CPWM LLC’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
Q1 		– Sell
-6,201
Closed -$319K – 273
2019
Q4 		$319K Hold
6,201
– – 0.04% 215
2019
Q3 		$322K Hold
6,201
– – 0.04% 223
2019
Q2 		$309K Hold
6,201
– – 0.04% 216
2019
Q1 		$310K Hold
6,201
– – 0.04% 215
2018
Q4 		$274K Sell
6,201
-9,660
-61% -$447K 0.04% 195
2018
Q3 		$755K Hold
15,861
– – 0.11% 135
2018
Q2 		$763K Hold
15,861
– – 0.12% 129
2018
Q1 		$734K Buy
+15,861
New +$739K 0.11% 138

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPWM LLC's RWO Position: Q1 2020 in Review

CPWM LLC sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 6,201 shares — an estimated $319K sold.

CPWM LLC first reported a position in RWO in Q1 2018 and held it in 8 quarters. The position peaked at $763K in Q2 2018. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • CPWM LLC reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • CPWM LLC sold 6,201 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $319K.
  • CPWM LLC first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2018 and held it in 8 quarters.
  • CPWM LLC's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $763K in Q2 2018.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on CPWM LLC's 13F filing for Q1 2020, filed 11 May 2020.