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IberiaBank’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

IberiaBank’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
Q1 		– Sell
-9,559
Closed -$457K – 242
2017
Q4 		$457K Buy
9,559
+104
+1% +$5.02K 0.07% 174
2017
Q3 		$459K Buy
+9,455
New +$454K 0.08% 165

Other funds holding RWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
RC
Rinet Company Boston, Massachusetts $530M AUM 28.25% 1-Year Est. Return

IberiaBank's RWO Position: Q1 2018 in Review

IberiaBank sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2018, closing a stake of 9,559 shares — an estimated $457K sold.

IberiaBank first reported a position in RWO in Q3 2017 and held it in 2 quarters. The position peaked at $459K in Q3 2017. 233 funds tracked by Wall St. Rank hold RWO as of Q1 2018.

  • IberiaBank reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • IberiaBank sold 9,559 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2018, an estimated $457K.
  • IberiaBank first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2017 and held it in 2 quarters.
  • IberiaBank's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $459K in Q3 2017.
  • 233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2018.

Based on IberiaBank's 13F filing for Q1 2018, filed 12 Apr 2018.