Evensky & Katz’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Evensky & Katz’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
2020 Q2	–	Sell	-421	Closed	-$30K	–	94
2020 Q1	$30K	Hold	421	–	–	﹤0.01%	87
2019 Q4	$42K	Hold	421	–	–	0.01%	85
2019 Q3	$44K	Sell	421 -94	-18%	-$9.58K	0.01%	95
2019 Q2	$51K	Hold	515	–	–	0.01%	91
2019 Q1	$50K	Buy	+515	New	+$48.8K	0.01%	96

Other funds holding RWR

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evensky & Katz's RWR Position: Q2 2020 in Review

Evensky & Katz sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2020, closing a stake of 421 shares — an estimated $30K sold.

Evensky & Katz first reported a position in RWR in Q1 2019 and held it in 5 quarters. The position peaked at $51K in Q2 2019. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2020.

Evensky & Katz reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2020 after selling out during the quarter.
Evensky & Katz sold 421 State Street SPDR Dow Jones REIT ETF shares in Q2 2020, an estimated $30K.
Evensky & Katz first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2019 and held it in 5 quarters.
Evensky & Katz's State Street SPDR Dow Jones REIT ETF position peaked at $51K in Q2 2019.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.