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Fortis Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Fortis Advisors’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
-43
Closed -$1.64K – 296
2020
Q1 		$2K Hold
43
– – ﹤0.01% 307
2019
Q4 		$2K Sell
43
-2,065
-98% -$107K ﹤0.01% 301
2019
Q3 		$109K Sell
2,108
-1,373
-39% -$69.7K 0.05% 175
2019
Q2 		$174K Buy
3,481
+2,431
+232% +$121K 0.08% 134
2019
Q1 		$53K Sell
1,050
-6
-0.6% -$289 0.03% 213
2018
Q4 		$47K Sell
1,056
-55
-5% -$2.55K 0.03% 218
2018
Q3 		$53K Sell
1,111
-148
-12% -$7.16K 0.03% 198
2018
Q2 		$61K Buy
1,259
+529
+72% +$24.9K 0.04% 189
2018
Q1 		$34K Buy
730
+581
+390% +$27.1K 0.02% 189
2017
Q4 		$7K Buy
+149
New +$7.19K ﹤0.01% 247

Other funds holding RWO

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Goldman Sachs
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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