Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017 Q1	–	Sell	-20	Closed	-$1K	–	496
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	475
2016 Q3	$0	Hold	20	–	–	﹤0.01%	454
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	402
2016 Q1	$0	Buy	+20	New	+$911	﹤0.01%	406

Other funds holding RWO

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's RWO Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2017, closing a stake of 20 shares — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in RWO in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2016. 186 funds tracked by Wall St. Rank hold RWO as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 20 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2017, an estimated $1K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and held it in 4 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1K in Q4 2016.
186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.