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Emery Howard Portfolio Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Emery Howard Portfolio Management’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
2018
Q4 		– Sell
-7,250
Closed -$345K – 33
2018
Q3 		$345K Sell
7,250
-461
-6% -$22.3K 0.07% 32
2018
Q2 		$371K Sell
7,711
-657
-8% -$31K 0.08% 30
2018
Q1 		$387K Sell
8,368
-607
-7% -$28.3K 0.08% 27
2017
Q4 		$439K Buy
8,975
+553
+7% +$26.7K 0.09% 27
2017
Q3 		$402K Sell
8,422
-234
-3% -$11.2K 0.09% 27
2017
Q2 		$413K Sell
8,656
-231,597
-96% -$11.1M 0.09% 27
2017
Q1 		$11.3M Sell
240,253
-15,038
-6% -$709K 2.56% 11
2016
Q4 		$12M Sell
255,291
-5,815
-2% -$270K 2.82% 10
2016
Q3 		$13M Sell
261,106
-9,412
-3% -$479K 3.11% 10
2016
Q2 		$13.6M Sell
270,518
-10,784
-4% -$528K 3.39% 9
2016
Q1 		$13.8M Sell
281,302
-3,754
-1% -$171K 3.49% 9
2015
Q4 		$13.3M Buy
285,056
+8,680
+3% +$408K 3.44% 8
2015
Q3 		$12.5M Sell
276,376
-3,852
-1% -$178K 3.41% 8
2015
Q2 		$12.8M Buy
280,228
+8,081
+3% +$391K 3.3% 9
2015
Q1 		$13.5M Buy
272,147
+17,427
+7% +$871K 3.48% 9
2014
Q4 		$12.2M Buy
254,720
+46,768
+22% +$2.19M 3.52% 8
2014
Q3 		$9.22M Buy
207,952
+177,181
+576% +$8.27M 2.92% 8
2014
Q2 		$1.44M Buy
+30,771
New +$1.41M 0.44% 17

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Emery Howard Portfolio Management's RWO Position: Q4 2018 in Review

Emery Howard Portfolio Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 7,250 shares — an estimated $345K sold.

Emery Howard Portfolio Management first reported a position in RWO in Q2 2014 and held it in 18 quarters. The position peaked at $13.8M in Q1 2016. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

  • Emery Howard Portfolio Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Emery Howard Portfolio Management sold 7,250 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $345K.
  • Emery Howard Portfolio Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2014 and held it in 18 quarters.
  • Emery Howard Portfolio Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $13.8M in Q1 2016.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2018, filed 5 Feb 2019.