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

Genesis Wealth Advisors’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
2015
Q2 		$38.7K Hold
845
– – 0.03% 206
2015
Q1 		$42.1K Hold
845
– – 0.04% 210
2014
Q4 		$42.4K Buy
+845
New +$39.6K 0.03% 231

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Genesis Wealth Advisors's RWO Position: Q2 2015 in Review

Genesis Wealth Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q2 2015 at 845 shares worth $38.7K. The position accounts for 0.03% of the portfolio, ranked #206.

Genesis Wealth Advisors first reported a position in RWO in Q4 2014 and has held it in 3 quarters since. The position peaked at $42.4K in Q4 2014. 144 funds tracked by Wall St. Rank hold RWO as of Q2 2015.

  • Genesis Wealth Advisors held 845 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $38.7K as of Q2 2015.
  • Genesis Wealth Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q2 2015.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #206 holding.
  • Genesis Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $42.4K in Q4 2014.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.