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

Highland Private 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
Q1 		– Sell
-87,455
Closed -$4.09M – 77
2015
Q4 		$4.09M Buy
+87,455
New +$4.11M 2.92% 12

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Highland Private Wealth Management's RWO Position: Q1 2016 in Review

Highland Private Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2016, closing a stake of 87,455 shares — an estimated $4.09M sold.

Highland Private Wealth Management first reported a position in RWO in Q4 2015 and held it in 1 quarter. The position peaked at $4.09M in Q4 2015. 158 funds tracked by Wall St. Rank hold RWO as of Q1 2016.

  • Highland Private Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Highland Private Wealth Management sold 87,455 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2016, an estimated $4.09M.
  • Highland Private Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and held it in 1 quarter.
  • Highland Private Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.09M in Q4 2015.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2016.

Based on Highland Private Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.