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Econ Financial Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Econ Financial Services’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,260
Closed -$587K – 76
2018
Q4 		$587K Buy
+13,260
New +$614K 0.89% 36

Other funds holding RWO

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Wells Fargo
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Econ Financial Services's RWO Position: Q1 2019 in Review

Econ Financial Services sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2019, closing a stake of 13,260 shares — an estimated $587K sold.

Econ Financial Services first reported a position in RWO in Q4 2018 and held it in 1 quarter. The position peaked at $587K in Q4 2018. 250 funds tracked by Wall St. Rank hold RWO as of Q1 2019.

  • Econ Financial Services reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Econ Financial Services sold 13,260 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2019, an estimated $587K.
  • Econ Financial Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • Econ Financial Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $587K in Q4 2018.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2019.

Based on Econ Financial Services's 13F filing for Q1 2019, filed 8 May 2019.