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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fortis Advisors's RWO Position: Q2 2020 in Review

Fortis Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2020, closing a stake of 43 shares — an estimated $1.64K sold.

Fortis Advisors first reported a position in RWO in Q4 2017 and held it in 10 quarters. The position peaked at $174K in Q2 2019. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2020.

Fortis Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 43 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2020, an estimated $1.64K.
Fortis Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 10 quarters.
Fortis Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $174K in Q2 2019.
213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.