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

Elm 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 Q4	–	Sell	-40	Closed	-$4K	–	222
2018 Q3	$4K	Buy	+40	New	+$3.79K	﹤0.01%	283

Other funds holding RWR

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

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

CSIA

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

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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

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

Elm Advisors's RWR Position: Q4 2018 in Review

Elm Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2018, closing a stake of 40 shares — an estimated $4K sold.

Elm Advisors first reported a position in RWR in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 246 funds tracked by Wall St. Rank hold RWR as of Q4 2018.

Elm Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 40 State Street SPDR Dow Jones REIT ETF shares in Q4 2018, an estimated $4K.
Elm Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2018 and held it in 1 quarter.
Elm Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $4K in Q3 2018.
246 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.