Fortis Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Fortis Advisors’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-871	Closed	-$68K	–	177
2020 Q2	$68K	Buy	871 +8	+0.9%	+$613	0.07%	99
2020 Q1	$62K	Buy	863 +7	+0.8%	+$662	0.04%	175
2019 Q4	$87K	Buy	856 +9	+1%	+$931	0.05%	186
2019 Q3	$89K	Buy	847 +7	+0.8%	+$713	0.04%	186
2019 Q2	$83K	Buy	840 +8	+1%	+$795	0.04%	197
2019 Q1	$82K	Buy	832 +4	+0.5%	+$379	0.04%	190
2018 Q4	$71K	Buy	828 +11	+1%	+$1.01K	0.04%	192
2018 Q3	$76K	Buy	817 +10	+1%	+$949	0.04%	175
2018 Q2	$76K	Buy	807 +7	+0.9%	+$623	0.04%	173
2018 Q1	$69K	Buy	800 +5	+0.6%	+$434	0.04%	163
2017 Q4	$74K	Buy	+795	New	+$74.4K	0.05%	162

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fortis Advisors's RWR Position: Q3 2020 in Review

Fortis Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2020, closing a stake of 871 shares — an estimated $68K sold.

Fortis Advisors first reported a position in RWR in Q4 2017 and held it in 11 quarters. The position peaked at $89K in Q3 2019. 202 funds tracked by Wall St. Rank hold RWR as of Q3 2020.

Fortis Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2020 after selling out during the quarter.
Fortis Advisors sold 871 State Street SPDR Dow Jones REIT ETF shares in Q3 2020, an estimated $68K.
Fortis Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 11 quarters.
Fortis Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $89K in Q3 2019.
202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.