CWH Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

CWH Capital 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 Q1	–	Sell	-37,520	Closed	-$1.76M	–	52
2016 Q4	$1.76M	Sell	37,520 -13,665	-27%	-$635K	1.07%	27
2016 Q3	$2.55M	Buy	51,185 +355	+0.7%	+$18.1K	1.76%	22
2016 Q2	$2.56M	Buy	50,830 +3,095	+6%	+$152K	1.85%	20
2016 Q1	$2.34M	Sell	47,735 -4,085	-8%	-$186K	1.66%	20
2015 Q4	$2.42M	Buy	51,820 +2,210	+4%	+$104K	1.56%	25
2015 Q3	$2.24M	Buy	49,610 +490	+1%	+$22.6K	1.5%	27
2015 Q2	$2.25M	Buy	49,120 +33,715	+219%	+$1.63M	1.32%	27
2015 Q1	$765K	Buy	+15,405	New	+$770K	0.47%	40

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

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

SFA

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

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

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

RJA

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

CWH Capital Management's RWO Position: Q1 2017 in Review

CWH Capital Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2017, closing a stake of 37,520 shares — an estimated $1.76M sold.

CWH Capital Management first reported a position in RWO in Q1 2015 and held it in 8 quarters. The position peaked at $2.56M in Q2 2016. 186 funds tracked by Wall St. Rank hold RWO as of Q1 2017.

CWH Capital Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2017 after selling out during the quarter.
CWH Capital Management sold 37,520 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2017, an estimated $1.76M.
CWH Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 8 quarters.
CWH Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.56M in Q2 2016.
186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2017.

Based on CWH Capital Management's 13F filing for Q1 2017, filed 12 May 2017.