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Flagship Private Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-169
Closed -$8.89K – 248
2021
Q2 		$8.89K Hold
169
– – 0.01% 238
2021
Q1 		$8.15K Hold
169
– – 0.01% 224
2020
Q4 		$7.51K Buy
+169
New +$7.13K 0.01% 243

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Flagship Private Wealth's RWO Position: Q3 2021 in Review

Flagship Private Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2021, closing a stake of 169 shares — an estimated $8.89K sold.

Flagship Private Wealth first reported a position in RWO in Q4 2020 and held it in 3 quarters. The position peaked at $8.89K in Q2 2021. 235 funds tracked by Wall St. Rank hold RWO as of Q3 2021.

  • Flagship Private Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 169 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2021, an estimated $8.89K.
  • Flagship Private Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8.89K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.