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Ellis Investment Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Ellis Investment Partners’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
2020
Q1 		– Sell
-1,039
Closed -$53K – 763
2019
Q4 		$53K Buy
1,039
+313
+43% +$16.3K 0.02% 332
2019
Q3 		$37K Buy
726
+3
+0.4% +$152 0.01% 375
2019
Q2 		$36K Buy
+723
New +$36.1K 0.01% 368

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SFA
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HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GT
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PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ellis Investment Partners's RWO Position: Q1 2020 in Review

Ellis Investment Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 1,039 shares — an estimated $53K sold.

Ellis Investment Partners first reported a position in RWO in Q2 2019 and held it in 3 quarters. The position peaked at $53K in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Ellis Investment Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 1,039 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $53K.
  • Ellis Investment Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and held it in 3 quarters.
  • Ellis Investment Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $53K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Ellis Investment Partners's 13F filing for Q1 2020, filed 17 Apr 2020.