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FormulaFolio Investments’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

FormulaFolio Investments’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
2020
Q2 		– Sell
-18,725
Closed -$674K – 323
2020
Q1 		$674K Sell
18,725
-118,870
-86% -$5.65M 0.04% 148
2019
Q4 		$7.09M Buy
137,595
+1,264
+0.9% +$65.8K 0.25% 64
2019
Q3 		$7.07M Sell
136,331
-17,728
-12% -$900K 0.27% 54
2019
Q2 		$7.69M Sell
154,059
-1,911
-1% -$95.5K 0.32% 52
2019
Q1 		$7.8M Sell
155,970
-82,683
-35% -$3.99M 0.34% 53
2018
Q4 		$11.4M Hold
238,653
– – 0.5% 34
2018
Q3 		$11.4M Buy
+238,653
New +$11.6M 0.5% 34

Other funds holding RWO

Jones Financial Companies
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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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM