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

iAB Financial Bank’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
2017 Q2	$1.22M	Sell	25,615 -4,420	-15%	-$212K	0.6%	41
2017 Q1	$1.41M	Buy	30,035 +4,190	+16%	+$198K	0.73%	32
2016 Q4	$1.21M	Sell	25,845 -20	-0.1%	-$929	0.68%	35
2016 Q3	$1.29M	Buy	25,865 +2,300	+10%	+$117K	0.76%	34
2016 Q2	$1.19M	Buy	23,565 +1,495	+7%	+$73.3K	0.76%	36
2016 Q1	$1.08M	Buy	22,070 +155	+0.7%	+$7.06K	0.73%	36
2015 Q4	$1.03M	Sell	21,915 -365	-2%	-$17.1K	0.75%	36
2015 Q3	$1.01M	Buy	22,280 +550	+3%	+$25.4K	0.77%	36
2015 Q2	$996K	Buy	21,730 +4,600	+27%	+$223K	0.68%	37
2015 Q1	$851K	Buy	17,130 +375	+2%	+$18.7K	0.58%	40
2014 Q4	$800K	Buy	16,755 +1,225	+8%	+$57.3K	0.68%	39
2014 Q3	$688K	Sell	15,530 -60	-0.4%	-$2.8K	0.62%	41
2014 Q2	$727K	Buy	15,590 +790	+5%	+$36.1K	0.63%	41
2014 Q1	$646K	Buy	14,800 +350	+2%	+$14.9K	0.57%	44
2013 Q4	$600K	Buy	14,450 +110	+0.8%	+$4.67K	0.52%	48
2013 Q3	$607K	Buy	14,340 +500	+4%	+$21.1K	0.58%	42
2013 Q2	$583K	Buy	+13,840	New	+$625K	0.58%	45

Other funds holding RWO

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

iAB Financial Bank's RWO Position: Q2 2017 in Review

iAB Financial Bank reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 15% in Q2 2017, selling an estimated $212K and leaving 25,615 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #41.

iAB Financial Bank first reported a position in RWO in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.41M in Q1 2017. 192 funds tracked by Wall St. Rank hold RWO as of Q2 2017.

iAB Financial Bank held 25,615 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.22M as of Q2 2017.
iAB Financial Bank sold 4,420 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2017, an estimated $212K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.6% of iAB Financial Bank's portfolio in Q2 2017, its #41 holding.
iAB Financial Bank first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and has held it in 17 quarters since.
iAB Financial Bank's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.41M in Q1 2017.
192 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.