Integrated Wealth Management (Palm Desert)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-99	Closed	-$5K	–	845
2016 Q3	$5K	Buy	99 +71	+254%	+$3.61K	﹤0.01%	908
2016 Q2	$1K	Hold	28	–	–	﹤0.01%	1201
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	1124
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	1219
2015 Q3	$1K	Buy	+28	New	+$1.29K	﹤0.01%	1232

Other funds holding RWO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s RWO Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2016, closing a stake of 99 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RWO in Q3 2015 and held it in 5 quarters. The position peaked at $5K in Q3 2016. 191 funds tracked by Wall St. Rank hold RWO as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 99 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5K in Q3 2016.
191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.