D'Orazio & Associates’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

D'Orazio & Associates’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 Q1	–	Sell	-2,982	Closed	-$279K	–	332
2017 Q4	$279K	Buy	2,982 +1,073	+56%	+$100K	0.1%	43
2017 Q3	$177K	Sell	1,909 -1,087	-36%	-$101K	0.07%	57
2017 Q2	$279K	Buy	2,996 +1,087	+57%	+$101K	0.11%	38
2017 Q1	$176K	Hold	1,909	–	–	0.07%	50
2016 Q4	$178K	Hold	1,909	–	–	0.07%	47
2016 Q3	$185K	Hold	1,909	–	–	0.07%	45
2016 Q2	$190K	Hold	1,909	–	–	0.08%	49
2016 Q1	$181K	Hold	1,909	–	–	0.08%	49
2015 Q4	$175K	Hold	1,909	–	–	0.09%	41
2015 Q3	$176K	Sell	1,909 -997	-34%	-$86.8K	0.09%	43
2015 Q2	$246K	Hold	2,906	–	–	0.16%	32
2015 Q1	$275K	Hold	2,906	–	–	0.22%	29
2014 Q4	$264K	Hold	2,906	–	–	0.18%	28
2014 Q3	$232K	Buy	2,906 +2,075	+250%	+$174K	0.17%	27
2014 Q2	$69K	Hold	831	–	–	0.05%	64
2014 Q1	$65K	Buy	+831	New	+$62.7K	0.05%	65

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

D'Orazio & Associates's RWR Position: Q1 2018 in Review

D'Orazio & Associates sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2018, closing a stake of 2,982 shares — an estimated $279K sold.

D'Orazio & Associates first reported a position in RWR in Q1 2014 and held it in 16 quarters. The position peaked at $279K in Q4 2017. 209 funds tracked by Wall St. Rank hold RWR as of Q1 2018.

D'Orazio & Associates reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2018 after selling out during the quarter.
D'Orazio & Associates sold 2,982 State Street SPDR Dow Jones REIT ETF shares in Q1 2018, an estimated $279K.
D'Orazio & Associates first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2014 and held it in 16 quarters.
D'Orazio & Associates's State Street SPDR Dow Jones REIT ETF position peaked at $279K in Q4 2017.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2018.

Based on D'Orazio & Associates's 13F filing for Q1 2018, filed 4 May 2018.