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Dowling & Yahnke’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-889
Closed -$91K – 365
2019
Q4 		$91K Buy
+889
New +$92K 0.01% 305

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dowling & Yahnke's RWR Position: Q1 2020 in Review

Dowling & Yahnke sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 889 shares — an estimated $91K sold.

Dowling & Yahnke first reported a position in RWR in Q4 2019 and held it in 1 quarter. The position peaked at $91K in Q4 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

  • Dowling & Yahnke reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 889 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $91K.
  • Dowling & Yahnke first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's State Street SPDR Dow Jones REIT ETF position peaked at $91K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.