Edge Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Edge Advisors’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 Q2	$40K	Buy	+430	New	+$38.3K	﹤0.01%	539
2017 Q1	–	Sell	-1,100	Closed	-$102K	–	993
2016 Q4	$102K	Buy	+1,100	New	+$101K	0.01%	377

Other funds holding RWR

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IOOF

Independent Order of Foresters Toronto, Ontario, Canada $102M AUM 16.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Edge Advisors's RWR Position: Q2 2018 in Review

Edge Advisors opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2018: 430 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Edge Advisors previously reported a position in RWR as recently as Q4 2016.

Edge Advisors first reported a position in RWR in Q4 2016 and has held it in 2 quarters since. The position peaked at $102K in Q4 2016. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2018.

Edge Advisors held 430 shares of State Street SPDR Dow Jones REIT ETF worth $40K as of Q2 2018.
State Street SPDR Dow Jones REIT ETF was a new Edge Advisors position in Q2 2018.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #539 holding.
Edge Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and has held it in 2 quarters since.
Edge Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $102K in Q4 2016.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.