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Gainplan’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Gainplan’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
Q1 		– Sell
-12,334
Closed -$635K – 40
2019
Q4 		$635K Sell
12,334
-5,706
-32% -$297K 0.33% 25
2019
Q3 		$936K Buy
18,040
+6,089
+51% +$309K 0.56% 14
2019
Q2 		$596K Buy
+11,951
New +$597K 0.36% 16

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gainplan's RWO Position: Q1 2020 in Review

Gainplan sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 12,334 shares — an estimated $635K sold.

Gainplan first reported a position in RWO in Q2 2019 and held it in 3 quarters. The position peaked at $936K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Gainplan reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Gainplan sold 12,334 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $635K.
  • Gainplan first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2019 and held it in 3 quarters.
  • Gainplan's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $936K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Gainplan's 13F filing for Q1 2020, filed 11 May 2020.