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Destination Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Destination Wealth 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
2018
Q4 		– Sell
-292
Closed -$27K – 677
2018
Q3 		$27K Buy
+292
New +$27.7K ﹤0.01% 368

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CSIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Destination Wealth Management's RWR Position: Q4 2018 in Review

Destination Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2018, closing a stake of 292 shares — an estimated $27K sold.

Destination Wealth Management first reported a position in RWR in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 246 funds tracked by Wall St. Rank hold RWR as of Q4 2018.

  • Destination Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 292 State Street SPDR Dow Jones REIT ETF shares in Q4 2018, an estimated $27K.
  • Destination Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $27K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.