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Delta Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Delta Investment Management’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
2019
Q4 		– Sell
-2,476
Closed -$258K – 195
2019
Q3 		$258K Buy
+2,476
New +$252K 0.13% 82

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CSIA
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BL
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Delta Investment Management's RWR Position: Q4 2019 in Review

Delta Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2019, closing a stake of 2,476 shares — an estimated $258K sold.

Delta Investment Management first reported a position in RWR in Q3 2019 and held it in 1 quarter. The position peaked at $258K in Q3 2019. 279 funds tracked by Wall St. Rank hold RWR as of Q4 2019.

  • Delta Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Delta Investment Management sold 2,476 State Street SPDR Dow Jones REIT ETF shares in Q4 2019, an estimated $258K.
  • Delta Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and held it in 1 quarter.
  • Delta Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $258K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2019.

Based on Delta Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.