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

Frontier 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
2016
Q4 		– Sell
-2,548
Closed -$2.48M – 207
2016
Q3 		$2.48M Buy
+2,548
New +$256K 0.02% 170

Other funds holding RWR

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Frontier Investment Management's RWR Position: Q4 2016 in Review

Frontier Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2016, closing a stake of 2,548 shares — an estimated $2.48M sold.

Frontier Investment Management first reported a position in RWR in Q3 2016 and held it in 1 quarter. The position peaked at $2.48M in Q3 2016. 224 funds tracked by Wall St. Rank hold RWR as of Q4 2016.

  • Frontier Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Frontier Investment Management sold 2,548 State Street SPDR Dow Jones REIT ETF shares in Q4 2016, an estimated $2.48M.
  • Frontier Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2016 and held it in 1 quarter.
  • Frontier Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $2.48M in Q3 2016.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2016.

Based on Frontier Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.