Financial Advocates Investment Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-9,451	Closed	-$455K	–	523
2018 Q2	$455K	Sell	9,451 -646	-6%	-$30.5K	0.06%	279
2018 Q1	$467K	Buy	10,097 +462	+5%	+$21.5K	0.06%	265
2017 Q4	$471K	Buy	+9,635	New	+$465K	0.06%	265

Other funds holding RWO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Advocates Investment Management's RWO Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2018, closing a stake of 9,451 shares — an estimated $455K sold.

Financial Advocates Investment Management first reported a position in RWO in Q4 2017 and held it in 3 quarters. The position peaked at $471K in Q4 2017. 238 funds tracked by Wall St. Rank hold RWO as of Q3 2018.

Financial Advocates Investment Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 9,451 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2018, an estimated $455K.
Financial Advocates Investment Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 3 quarters.
Financial Advocates Investment Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $471K in Q4 2017.
238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.