First Interstate Bank’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

First Interstate Bank’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 Q1	–	Sell	-600	Closed	-$61K	–	427
2019 Q4	$61K	Hold	600	–	–	0.01%	259
2019 Q3	$63K	Hold	600	–	–	0.01%	309
2019 Q2	$59K	Hold	600	–	–	0.01%	327
2019 Q1	$59K	Hold	600	–	–	0.01%	339
2018 Q4	$52K	Hold	600	–	–	0.01%	336
2018 Q3	$56K	Hold	600	–	–	0.01%	349
2018 Q2	$56K	Hold	600	–	–	0.01%	343
2018 Q1	$52K	Hold	600	–	–	0.01%	351
2017 Q4	$56K	Hold	600	–	–	0.01%	354
2017 Q3	$56K	Sell	600 -375	-38%	-$34.8K	0.01%	344
2017 Q2	$91K	Buy	975 +375	+63%	+$34.9K	0.02%	290
2017 Q1	$55K	Hold	600	–	–	0.01%	340
2016 Q4	$56K	Hold	600	–	–	0.01%	338
2016 Q3	$58K	Hold	600	–	–	0.01%	342
2016 Q2	$60K	Hold	600	–	–	0.01%	326
2016 Q1	$57K	Hold	600	–	–	0.01%	337
2015 Q4	$55K	Hold	600	–	–	0.01%	352
2015 Q3	$52K	Buy	+600	New	+$52.2K	0.01%	359

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

First Interstate Bank's RWR Position: Q1 2020 in Review

First Interstate Bank sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 600 shares — an estimated $61K sold.

First Interstate Bank first reported a position in RWR in Q3 2015 and held it in 18 quarters. The position peaked at $91K in Q2 2017. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

First Interstate Bank reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
First Interstate Bank sold 600 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $61K.
First Interstate Bank first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2015 and held it in 18 quarters.
First Interstate Bank's State Street SPDR Dow Jones REIT ETF position peaked at $91K in Q2 2017.
219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on First Interstate Bank's 13F filing for Q1 2020, filed 11 May 2020.