Hefty Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Hefty Wealth Partners’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	-558	Closed	-$54K	–	251
2016 Q3	$54K	Hold	558	–	–	0.04%	122
2016 Q2	$55K	Buy	558 +48	+9%	+$4.55K	0.05%	103
2016 Q1	$48K	Hold	510	–	–	0.04%	105
2015 Q4	$46K	Buy	+510	New	+$46.1K	0.04%	106

Other funds holding RWR

TCT

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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Hefty Wealth Partners's RWR Position: Q4 2016 in Review

Hefty Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2016, closing a stake of 558 shares — an estimated $54K sold.

Hefty Wealth Partners first reported a position in RWR in Q4 2015 and held it in 4 quarters. The position peaked at $55K in Q2 2016. 224 funds tracked by Wall St. Rank hold RWR as of Q4 2016.

Hefty Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2016 after selling out during the quarter.
Hefty Wealth Partners sold 558 State Street SPDR Dow Jones REIT ETF shares in Q4 2016, an estimated $54K.
Hefty Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2015 and held it in 4 quarters.
Hefty Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $55K in Q2 2016.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.