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FIB
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
Shares
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
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$757B AUM
28.64%
1-Year Est. Return
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$530B AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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