HSBC Holdings’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

HSBC Holdings’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-2,975	Closed	-$212K	–	1791
2013 Q4	$212K	Hold	2,975	–	–	﹤0.01%	1620
2013 Q3	$217K	Hold	2,975	–	–	﹤0.01%	1570
2013 Q2	$226K	Buy	+2,975	New	+$238K	﹤0.01%	1404

Other funds holding RWR

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

HSBC Holdings's RWR Position: Q1 2014 in Review

HSBC Holdings sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2014, closing a stake of 2,975 shares — an estimated $212K sold.

HSBC Holdings first reported a position in RWR in Q2 2013 and held it in 3 quarters. The position peaked at $226K in Q2 2013. 166 funds tracked by Wall St. Rank hold RWR as of Q1 2014.

HSBC Holdings reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2014 after selling out during the quarter.
HSBC Holdings sold 2,975 State Street SPDR Dow Jones REIT ETF shares in Q1 2014, an estimated $212K.
HSBC Holdings first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 3 quarters.
HSBC Holdings's State Street SPDR Dow Jones REIT ETF position peaked at $226K in Q2 2013.
166 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2014.

Based on HSBC Holdings's 13F filing for Q1 2014, filed 14 May 2014.