HCA
RWO icon

Horan Capital Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Horan Capital Advisors’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
2020
Q1 		– Sell
-2
Closed – – 216
2019
Q4 		$0 Sell
2
-72
-97% -$3.75K ﹤0.01% 286
2019
Q3 		$4K Buy
+74
New +$3.76K ﹤0.01% 255
2017
Q4 		– Sell
-315
Closed -$15K – 223
2017
Q3 		$15K Buy
+315
New +$15.1K 0.01% 239

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horan Capital Advisors's RWO Position: Q1 2020 in Review

Horan Capital Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 2 shares.

Horan Capital Advisors first reported a position in RWO in Q3 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2017. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Horan Capital Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 2 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020.
  • Horan Capital Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2017 and held it in 3 quarters.
  • Horan Capital Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $15K in Q3 2017.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.