HL Financial Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

HL Financial Services’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
2018 Q2	–	Sell	-4,529	Closed	-$210K	–	702
2018 Q1	$210K	Buy	4,529 +127	+3%	+$5.92K	﹤0.01%	660
2017 Q4	$215K	Buy	+4,402	New	+$212K	﹤0.01%	575
2017 Q1	–	Sell	-4,699	Closed	-$220K	–	691
2016 Q4	$220K	Buy	4,699 +673	+17%	+$31.3K	﹤0.01%	623
2016 Q3	$201K	Buy	+4,026	New	+$205K	﹤0.01%	625

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

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

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HL Financial Services's RWO Position: Q2 2018 in Review

HL Financial Services sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2018, closing a stake of 4,529 shares — an estimated $210K sold.

HL Financial Services first reported a position in RWO in Q3 2016 and held it in 4 quarters. The position peaked at $220K in Q4 2016. 234 funds tracked by Wall St. Rank hold RWO as of Q2 2018.

HL Financial Services reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2018 after selling out during the quarter.
HL Financial Services sold 4,529 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2018, an estimated $210K.
HL Financial Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2016 and held it in 4 quarters.
HL Financial Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $220K in Q4 2016.
234 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2018.

Based on HL Financial Services's 13F filing for Q2 2018, filed 6 Aug 2018.