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ERTS Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

ERTS Wealth Advisors’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
-4,745
Closed -$210K – 259
2018
Q4 		$210K Buy
+4,745
New +$220K 0.15% 72

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
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

ERTS Wealth Advisors's RWO Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2019, closing a stake of 4,745 shares — an estimated $210K sold.

ERTS Wealth Advisors first reported a position in RWO in Q4 2018 and held it in 1 quarter. The position peaked at $210K in Q4 2018. 250 funds tracked by Wall St. Rank hold RWO as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 4,745 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2019, an estimated $210K.
  • ERTS Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $210K 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 ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.