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

GeoWealth 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
2019
Q4 		– Sell
-11,181
Closed -$580K – 183
2019
Q3 		$580K Buy
+11,181
New +$568K 0.13% 93

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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

GeoWealth Management's RWO Position: Q4 2019 in Review

GeoWealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2019, closing a stake of 11,181 shares — an estimated $580K sold.

GeoWealth Management first reported a position in RWO in Q3 2019 and held it in 1 quarter. The position peaked at $580K in Q3 2019. 262 funds tracked by Wall St. Rank hold RWO as of Q4 2019.

  • GeoWealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 11,181 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2019, an estimated $580K.
  • GeoWealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $580K in Q3 2019.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.