Fusion Family Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Fusion Family Wealth’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
2019 Q3	–	Sell	-45	Closed	-$2K	–	153
2019 Q2	$2K	Hold	45	–	–	﹤0.01%	141
2019 Q1	$2K	Sell	45 -1,327	-97%	-$64K	﹤0.01%	138
2018 Q4	$61K	Hold	1,372	–	–	0.02%	106
2018 Q3	$65K	Sell	1,372 -40	-3%	-$1.94K	0.02%	101
2018 Q2	$68K	Hold	1,412	–	–	0.02%	110
2018 Q1	$65K	Sell	1,412 -3,134	-69%	-$146K	0.02%	101
2017 Q4	$222K	Sell	4,546 -2,890	-39%	-$139K	0.06%	65
2017 Q3	$355K	Sell	7,436 -3,900	-34%	-$187K	0.12%	39
2017 Q2	$541K	Sell	11,336 -1,258	-10%	-$60.3K	0.19%	39
2017 Q1	$593K	Buy	+12,594	New	+$594K	0.22%	36

Other funds holding RWO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Envestnet Asset Management

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

Bank of America

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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