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HFS
HL Financial Services’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
HL Financial Services’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
$550K
Sell
5,555
-3,600
-39%
-$341K
0.01%
494
2018
Q4
$787K
Sell
9,155
-4,244
-32%
-$388K
0.01%
397
2018
Q3
$1.25M
Buy
13,399
+4,199
+46%
+$398K
0.02%
358
2018
Q2
$864K
Sell
9,200
-1,244
-12%
-$111K
0.02%
390
2018
Q1
$900K
Sell
10,444
-1,020
-9%
-$88.5K
0.02%
378
2017
Q4
$1.07M
Hold
11,464
–
–
0.02%
305
2017
Q3
$1.06M
Hold
11,464
–
–
0.02%
346
2017
Q2
$1.07M
Sell
11,464
-200
-2%
-$18.6K
0.02%
340
2017
Q1
$1.08M
Buy
11,664
+4,829
+71%
+$449K
0.02%
329
2016
Q4
$638K
Buy
6,835
+750
+12%
+$68.7K
0.01%
399
2016
Q3
$592K
Sell
6,085
-361
-6%
-$36.2K
0.01%
401
2016
Q2
$641K
Buy
6,446
+167
+3%
+$15.8K
0.02%
399
2016
Q1
$597K
Buy
6,279
+624
+11%
+$55.4K
0.01%
398
2015
Q4
$518K
Sell
5,655
-510
-8%
-$46.1K
0.01%
435
2015
Q3
$531K
Buy
+6,165
New
+$537K
0.02%
408
Other funds holding RWR
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
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
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BL
Balentine LLC
Atlanta, Georgia
$2.48B AUM
17.44%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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