Financial Architects (New Jersey)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Financial Architects (New Jersey)’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
2017 Q3	–	Sell	-238	Closed	-$11K	–	1581
2017 Q2	$11K	Hold	238	–	–	﹤0.01%	1120
2017 Q1	$11K	Hold	238	–	–	﹤0.01%	1117
2016 Q4	$11K	Sell	238 -1,573	-87%	-$73.1K	﹤0.01%	989
2016 Q3	$90K	Hold	1,811	–	–	0.02%	419
2016 Q2	$91K	Hold	1,811	–	–	0.03%	391
2016 Q1	$89K	Buy	+1,811	New	+$82.5K	0.03%	300
2015 Q3	–	Sell	-210	Closed	-$10K	–	759
2015 Q2	$10K	Hold	210	–	–	﹤0.01%	801
2015 Q1	$10K	Buy	+210	New	+$10.5K	﹤0.01%	721

Other funds holding RWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Architects (New Jersey)'s RWO Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2017, closing a stake of 238 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in RWO in Q1 2015 and held it in 8 quarters. The position peaked at $91K in Q2 2016. 199 funds tracked by Wall St. Rank hold RWO as of Q3 2017.

Financial Architects (New Jersey) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 238 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2017, an estimated $11K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 8 quarters.
Financial Architects (New Jersey)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $91K in Q2 2016.
199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.