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Financial Gravity Companies’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-165
Closed -$15K – 1610
2017
Q4 		$15K Buy
+165
New +$15.4K 0.02% 521

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Financial Gravity Companies's RWR Position: Q1 2018 in Review

Financial Gravity Companies sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2018, closing a stake of 165 shares — an estimated $15K sold.

Financial Gravity Companies first reported a position in RWR in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 209 funds tracked by Wall St. Rank hold RWR as of Q1 2018.

  • Financial Gravity Companies reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 165 State Street SPDR Dow Jones REIT ETF shares in Q1 2018, an estimated $15K.
  • Financial Gravity Companies first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's State Street SPDR Dow Jones REIT ETF position peaked at $15K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.