Glenview Trust’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Glenview Trust’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
2017 Q1	–	Sell	-3,328	Closed	-$311K	–	325
2016 Q4	$311K	Buy	+3,328	New	+$305K	0.03%	259
2015 Q4	$229K	Buy	+2,503	New	+$226K	0.02%	233

Other funds holding RWR

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Glenview Trust's RWR Position: Q1 2017 in Review

Glenview Trust sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2017, closing a stake of 3,328 shares — an estimated $311K sold.

Glenview Trust first reported a position in RWR in Q4 2015 and held it in 2 quarters. The position peaked at $311K in Q4 2016. 220 funds tracked by Wall St. Rank hold RWR as of Q1 2017.

Glenview Trust reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2017 after selling out during the quarter.
Glenview Trust sold 3,328 State Street SPDR Dow Jones REIT ETF shares in Q1 2017, an estimated $311K.
Glenview Trust first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2015 and held it in 2 quarters.
Glenview Trust's State Street SPDR Dow Jones REIT ETF position peaked at $311K in Q4 2016.
220 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2017.

Based on Glenview Trust's 13F filing for Q1 2017, filed 10 May 2017.