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

Gerstein Fisher’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
2016 Q3	$626K	Buy	12,567 +637	+5%	+$32.4K	0.08%	214
2016 Q2	$601K	Buy	11,930 +456	+4%	+$22.3K	0.08%	208
2016 Q1	$562K	Buy	+11,474	New	+$523K	0.08%	206
2015 Q4	–	Sell	-5,113	Closed	-$231K	–	422
2015 Q3	$231K	Sell	5,113 -3,900	-43%	-$180K	0.03%	359
2015 Q2	$413K	Buy	9,013 +608	+7%	+$29.4K	0.07%	266
2015 Q1	$418K	Buy	+8,405	New	+$420K	0.07%	260

Other funds holding RWO

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

RJA

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

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

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

SFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Gerstein Fisher's RWO Position: Q3 2016 in Review

Gerstein Fisher increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 5.3% in Q3 2016, buying an estimated $32.4K and bringing the position to 12,567 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #214.

Gerstein Fisher first reported a position in RWO in Q1 2015 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold RWO as of Q3 2016.

Gerstein Fisher held 12,567 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $626K as of Q3 2016.
Gerstein Fisher bought 637 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2016, an estimated $32.4K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.08% of Gerstein Fisher's portfolio in Q3 2016, its #214 holding.
Gerstein Fisher first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.