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Glassman Wealth Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Glassman Wealth Services’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-147
Closed -$14K – 701
2016
Q3 		$14K Buy
+147
New +$14.7K 0.01% 265

Other funds holding RWR

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Glassman Wealth Services's RWR Position: Q4 2016 in Review

Glassman Wealth Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2016, closing a stake of 147 shares — an estimated $14K sold.

Glassman Wealth Services first reported a position in RWR in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 224 funds tracked by Wall St. Rank hold RWR as of Q4 2016.

  • Glassman Wealth Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 147 State Street SPDR Dow Jones REIT ETF shares in Q4 2016, an estimated $14K.
  • Glassman Wealth Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2016 and held it in 1 quarter.
  • Glassman Wealth Services's State Street SPDR Dow Jones REIT ETF position peaked at $14K in Q3 2016.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.