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

Holistic Financial Partners’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
-1,429
Closed -$66K – 292
2018
Q1 		$66K Hold
1,429
– – 0.06% 161
2017
Q4 		$70K Buy
+1,429
New +$69K 0.06% 151

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Jones Financial Companies
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HSBC Holdings
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SFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Holistic Financial Partners's RWO Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2018, closing a stake of 1,429 shares — an estimated $66K sold.

Holistic Financial Partners first reported a position in RWO in Q4 2017 and held it in 2 quarters. The position peaked at $70K in Q4 2017. 234 funds tracked by Wall St. Rank hold RWO as of Q2 2018.

  • Holistic Financial Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,429 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2018, an estimated $66K.
  • Holistic Financial Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $70K in Q4 2017.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.