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HM Payson & Co’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

HM Payson & Co’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
2021
Q1 		– Sell
-200
Closed -$9K – 1180
2020
Q4 		$9K Buy
+200
New +$8.44K ﹤0.01% 876

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SFA
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Bank of New York Mellon
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HSBC Holdings
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PSUF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

HM Payson & Co's RWO Position: Q1 2021 in Review

HM Payson & Co sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2021, closing a stake of 200 shares — an estimated $9K sold.

HM Payson & Co first reported a position in RWO in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 225 funds tracked by Wall St. Rank hold RWO as of Q1 2021.

  • HM Payson & Co reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • HM Payson & Co sold 200 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2021, an estimated $9K.
  • HM Payson & Co first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • HM Payson & Co's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $9K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.