Greenwich Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Greenwich Wealth Management’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 Q4	–	Sell	-4,208	Closed	-$210K	–	211
2016 Q3	$210K	Sell	4,208 -276	-6%	-$14K	0.04%	188
2016 Q2	$226K	Buy	4,484 +68	+2%	+$3.33K	0.05%	171
2016 Q1	$216K	Buy	+4,416	New	+$201K	0.06%	171

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

SFA

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Greenwich Wealth Management's RWO Position: Q4 2016 in Review

Greenwich Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2016, closing a stake of 4,208 shares — an estimated $210K sold.

Greenwich Wealth Management first reported a position in RWO in Q1 2016 and held it in 3 quarters. The position peaked at $226K in Q2 2016. 191 funds tracked by Wall St. Rank hold RWO as of Q4 2016.

Greenwich Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Greenwich Wealth Management sold 4,208 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2016, an estimated $210K.
Greenwich Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and held it in 3 quarters.
Greenwich Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $226K in Q2 2016.
191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2016.

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