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

Huber Financial 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	$978K	Sell	27,177 -8,555	-24%	-$406K	0.37%	33
2019 Q4	$1.84M	Sell	35,732 -18,970	-35%	-$987K	0.64%	21
2019 Q3	$2.84M	Buy	54,702 +8,162	+18%	+$414K	1.11%	11
2019 Q2	$2.32M	Buy	46,540 +6,818	+17%	+$341K	1.01%	13
2019 Q1	$1.99M	Buy	39,722 +1,072	+3%	+$51.7K	0.97%	14
2018 Q4	$1.71M	Buy	38,650 +3,010	+8%	+$139K	0.93%	17
2018 Q3	$1.7M	Buy	35,640 +161	+0.5%	+$7.79K	1.3%	15
2018 Q2	$1.71M	Buy	35,479 +1,323	+4%	+$62.4K	1.55%	11
2018 Q1	$1.58M	Buy	34,156 +2,228	+7%	+$104K	1.56%	11
2017 Q4	$1.56M	Buy	+31,928	New	+$1.54M	1.72%	11

Other funds holding RWO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Huber Financial Advisors's RWO Position: Q1 2020 in Review

Huber Financial Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 24% in Q1 2020, selling an estimated $406K and leaving 27,177 shares worth $978K. The position accounts for 0.37% of the portfolio, ranked #33.

Huber Financial Advisors first reported a position in RWO in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.84M in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Huber Financial Advisors held 27,177 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $978K as of Q1 2020.
Huber Financial Advisors sold 8,555 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $406K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.37% of Huber Financial Advisors's portfolio in Q1 2020, its #33 holding.
Huber Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.84M in Q3 2019.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.