Intellectus Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Intellectus Partners’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	-500	Closed	-$24K	–	456
2018 Q3	$24K	Hold	500	–	–	0.01%	417
2018 Q2	$24K	Hold	500	–	–	0.01%	411
2018 Q1	$23K	Hold	500	–	–	0.01%	417
2017 Q4	$24K	Hold	500	–	–	0.01%	414
2017 Q3	$24K	Hold	500	–	–	0.01%	519
2017 Q2	$24K	Hold	500	–	–	0.01%	487
2017 Q1	$24K	Buy	+500	New	+$23.6K	0.01%	439

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 $3.37T AUM 44.26% 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 22.96% 1-Year Est. Return

Intellectus Partners's RWO Position: Q4 2018 in Review

Intellectus Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 500 shares — an estimated $24K sold.

Intellectus Partners first reported a position in RWO in Q1 2017 and held it in 7 quarters. The position peaked at $24K in Q3 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

Intellectus Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 500 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $24K.
Intellectus Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2017 and held it in 7 quarters.
Intellectus Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $24K in Q3 2018.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.