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Freedom Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Freedom Investment Management’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
2018
Q1 		– Sell
-20,167
Closed -$1.89M – 1196
2017
Q4 		$1.89M Buy
20,167
+1,401
+7% +$131K 0.1% 168
2017
Q3 		$1.74M Buy
18,766
+996
+6% +$92.5K 0.1% 164
2017
Q2 		$1.65M Sell
17,770
-210
-1% -$19.5K 0.09% 168
2017
Q1 		$1.66M Buy
17,980
+1,803
+11% +$168K 0.1% 151
2016
Q4 		$1.51M Sell
16,177
-163
-1% -$14.9K 0.09% 152
2016
Q3 		$1.59M Buy
16,340
+118
+0.7% +$11.8K 0.1% 135
2016
Q2 		$1.61M Buy
16,222
+4,963
+44% +$470K 0.11% 114
2016
Q1 		$1.07M Sell
11,259
-192
-2% -$17.1K 0.08% 193
2015
Q4 		$1.05M Sell
11,451
-435,892
-97% -$39.4M 0.08% 209
2015
Q3 		$783K Buy
447,343
+434,875
+3,488% +$37.9M 0.08% 214
2015
Q2 		$1.05M Sell
12,468
-529
-4% -$47.5K 0.11% 146
2015
Q1 		$1.23M Buy
12,997
+2,276
+21% +$217K 0.14% 109
2014
Q4 		$975K Buy
10,721
+422
+4% +$37K 0.13% 129
2014
Q3 		$822K Buy
10,299
+655
+7% +$54.8K 0.15% 118
2014
Q2 		$800K Buy
9,644
+464
+5% +$37.8K 0.13% 127
2014
Q1 		$716K Buy
9,180
+774
+9% +$58.4K 0.15% 114
2013
Q4 		$599K Sell
8,406
-308
-4% -$22.6K 0.15% 126
2013
Q3 		$636K Buy
8,714
+498
+6% +$37.3K 0.18% 89
2013
Q2 		$624K Buy
+8,216
New +$657K 0.21% 81

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Freedom Investment Management's RWR Position: Q1 2018 in Review

Freedom Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2018, closing a stake of 20,167 shares — an estimated $1.89M sold.

Freedom Investment Management first reported a position in RWR in Q2 2013 and held it in 19 quarters. The position peaked at $1.89M in Q4 2017. 209 funds tracked by Wall St. Rank hold RWR as of Q1 2018.

  • Freedom Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 20,167 State Street SPDR Dow Jones REIT ETF shares in Q1 2018, an estimated $1.89M.
  • Freedom Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $1.89M in Q4 2017.
  • 209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.