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

Girard Partners’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
2018
Q4 		– Sell
-850
Closed -$40K – 693
2018
Q3 		$40K Buy
+850
New +$41.1K 0.01% 486

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SFA
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Morgan Stanley
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Girard Partners's RWO Position: Q4 2018 in Review

Girard Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 850 shares — an estimated $40K sold.

Girard Partners first reported a position in RWO in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

  • Girard Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 850 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $40K.
  • Girard Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $40K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.