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

FCG 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
2020
Q1 		– Sell
-4,858
Closed -$250K – 172
2019
Q4 		$250K Buy
4,858
+82
+2% +$4.27K 0.07% 144
2019
Q3 		$248K Buy
4,776
+38
+0.8% +$1.93K 0.08% 133
2019
Q2 		$236K Buy
4,738
+43
+0.9% +$2.15K 0.07% 135
2019
Q1 		$235K Buy
4,695
+21
+0.4% +$1.01K 0.08% 129
2018
Q4 		$207K Buy
+4,674
New +$216K 0.08% 131
2016
Q1 		– Sell
-5,176
Closed -$242K – 99
2015
Q4 		$242K Sell
5,176
-2,738
-35% -$129K 0.15% 76
2015
Q3 		$357K Buy
7,914
+1,940
+32% +$89.5K 0.29% 56
2015
Q2 		$274K Sell
5,974
-201
-3% -$9.73K 0.22% 68
2015
Q1 		$307K Sell
6,175
-724
-10% -$36.2K 0.16% 80
2014
Q4 		$341K Sell
6,899
-2,429
-26% -$114K 0.17% 83
2014
Q3 		$395K Buy
9,328
+1,990
+27% +$92.9K 0.26% 50
2014
Q2 		$342K Sell
7,338
-539
-7% -$24.6K 0.26% 61
2014
Q1 		$344K Sell
7,877
-1,563
-17% -$66.6K 0.24% 58
2013
Q4 		$392K Buy
9,440
+112
+1% +$4.75K 0.26% 51
2013
Q3 		$394K Buy
9,328
+1,573
+20% +$66.4K 0.28% 48
2013
Q2 		$326K Buy
+7,755
New +$350K 0.26% 52

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $239B AUM 42.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCG Advisors's RWO Position: Q1 2020 in Review

FCG Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 4,858 shares — an estimated $250K sold.

FCG Advisors first reported a position in RWO in Q2 2013 and held it in 16 quarters. The position peaked at $395K in Q3 2014. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • FCG Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • FCG Advisors sold 4,858 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $250K.
  • FCG Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 16 quarters.
  • FCG Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $395K in Q3 2014.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on FCG Advisors's 13F filing for Q1 2020, filed 12 May 2020.