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Institutional & Family Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Institutional & Family Asset Management’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-234
Closed -$20K – 873
2018
Q4 		$20K Buy
+234
New +$21.4K ﹤0.01% 405

Other funds holding RWR

TF
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's RWR Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2019, closing a stake of 234 shares — an estimated $20K sold.

Institutional & Family Asset Management first reported a position in RWR in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

  • Institutional & Family Asset Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 234 State Street SPDR Dow Jones REIT ETF shares in Q1 2019, an estimated $20K.
  • Institutional & Family Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's State Street SPDR Dow Jones REIT ETF position peaked at $20K in Q4 2018.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.