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

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

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

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

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

SFA

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Institute for Wealth Management's RWO Position: Q4 2018 in Review

Institute for Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 10,399 shares — an estimated $494K sold.

Institute for Wealth Management first reported a position in RWO in Q2 2017 and held it in 5 quarters. The position peaked at $629K in Q3 2017. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

Institute for Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Institute for Wealth Management sold 10,399 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $494K.
Institute for Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2017 and held it in 5 quarters.
Institute for Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $629K in Q3 2017.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Institute for Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.