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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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.