Goldstein Munger & Associates’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Goldstein Munger & Associates’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
2019 Q4	–	Sell	-2,934	Closed	-$307K	–	34
2019 Q3	$307K	Hold	2,934	–	–	0.14%	30
2019 Q2	$290K	Hold	2,934	–	–	0.13%	30
2019 Q1	$290K	Hold	2,934	–	–	0.13%	32
2018 Q4	$252K	Hold	2,934	–	–	0.12%	32
2018 Q3	$274K	Hold	2,934	–	–	0.12%	34
2018 Q2	$276K	Hold	2,934	–	–	0.12%	31
2018 Q1	$253K	Hold	2,934	–	–	0.11%	34
2017 Q4	$275K	Hold	2,934	–	–	0.12%	34
2017 Q3	$271K	Hold	2,934	–	–	0.12%	31
2017 Q2	$273K	Hold	2,934	–	–	0.13%	31
2017 Q1	$271K	Buy	+2,934	New	+$273K	0.12%	37

Other funds holding RWR

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

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

CSIA

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

Goldstein Munger & Associates's RWR Position: Q4 2019 in Review

Goldstein Munger & Associates sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2019, closing a stake of 2,934 shares — an estimated $307K sold.

Goldstein Munger & Associates first reported a position in RWR in Q1 2017 and held it in 11 quarters. The position peaked at $307K in Q3 2019. 279 funds tracked by Wall St. Rank hold RWR as of Q4 2019.

Goldstein Munger & Associates reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2019 after selling out during the quarter.
Goldstein Munger & Associates sold 2,934 State Street SPDR Dow Jones REIT ETF shares in Q4 2019, an estimated $307K.
Goldstein Munger & Associates first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2017 and held it in 11 quarters.
Goldstein Munger & Associates's State Street SPDR Dow Jones REIT ETF position peaked at $307K in Q3 2019.
279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2019.

Based on Goldstein Munger & Associates's 13F filing for Q4 2019, filed 10 Feb 2020.