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

Institute for 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
Q4 		– Sell
-10,399
Closed -$494K – 329
2018
Q3 		$494K Sell
10,399
-265
-2% -$12.8K 0.17% 164
2018
Q2 		$512K Buy
10,664
+39
+0.4% +$1.84K 0.16% 162
2018
Q1 		$498K Buy
+10,625
New +$495K 0.15% 194
2017
Q4 		– Sell
-13,234
Closed -$629K – 414
2017
Q3 		$629K Buy
13,234
+242
+2% +$11.6K 0.2% 161
2017
Q2 		$618K Buy
+12,992
New +$623K 0.17% 188

Other funds holding RWO

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HSBC Holdings
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Jones Financial Companies
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return