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

Guidant Wealth Advisors’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
2019 Q3	$820K	Sell	15,815 -1,005	-6%	-$51K	0.3%	52
2019 Q2	$839K	Sell	16,820 -2,233	-12%	-$112K	0.32%	53
2019 Q1	$953K	Sell	19,053 -2,790	-13%	-$135K	0.37%	49
2018 Q4	$966K	Sell	21,843 -3,598	-14%	-$167K	0.45%	44
2018 Q3	$1.2M	Sell	25,441 -1,896	-7%	-$91.8K	0.5%	23
2018 Q2	$1.31M	Sell	27,337 -606	-2%	-$28.6K	0.57%	22
2018 Q1	$1.28M	Buy	27,943 +1,360	+5%	+$63.4K	0.58%	23
2017 Q4	$1.29M	Buy	26,583 +1,311	+5%	+$63.3K	0.58%	23
2017 Q3	$1.21M	Buy	25,272 +1,989	+9%	+$95.5K	0.86%	22
2017 Q2	$1.09M	Buy	23,283 +542	+2%	+$26K	0.56%	39
2017 Q1	$1.07M	Sell	22,741 -264	-1%	-$12.5K	0.56%	41
2016 Q4	$1.08M	Sell	23,005 -3,581	-13%	-$166K	0.61%	41
2016 Q3	$1.29M	Buy	+26,586	New	+$1.35M	0.79%	36

Other funds holding RWO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SFA

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Guidant Wealth Advisors's RWO Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 6% in Q3 2019, selling an estimated $51K and leaving 15,815 shares worth $820K. The position accounts for 0.3% of the portfolio, ranked #52.

Guidant Wealth Advisors first reported a position in RWO in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.31M in Q2 2018. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

Guidant Wealth Advisors held 15,815 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $820K as of Q3 2019.
Guidant Wealth Advisors sold 1,005 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $51K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.3% of Guidant Wealth Advisors's portfolio in Q3 2019, its #52 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.31M in Q2 2018.
236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.