IHT Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-719	Closed	-$33K	–	1157
2018 Q1	$33K	Buy	719 +1	+0.1%	+$47	0.01%	814
2017 Q4	$35K	Buy	718 +168	+31%	+$8.11K	0.01%	803
2017 Q3	$26K	Hold	550	–	–	0.01%	699
2017 Q2	$0	Buy	550 +60	+12%	+$2.88K	﹤0.01%	1464
2017 Q1	$23K	Sell	490 -43	-8%	-$2.03K	0.02%	627
2016 Q4	$25K	Buy	+533	New	+$24.8K	0.02%	566

Other funds holding RWO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IHT Wealth Management's RWO Position: Q2 2018 in Review

IHT Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2018, closing a stake of 719 shares — an estimated $33K sold.

IHT Wealth Management first reported a position in RWO in Q4 2016 and held it in 6 quarters. The position peaked at $35K in Q4 2017. 233 funds tracked by Wall St. Rank hold RWO as of Q2 2018.

IHT Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 719 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2018, an estimated $33K.
IHT Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $35K in Q4 2017.
233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.