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

Investment 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
2021
Q2 		– Sell
-4,598
Closed -$217K – 169
2021
Q1 		$217K Hold
4,598
– – 0.11% 151
2020
Q4 		$204K Buy
+4,598
New +$194K 0.11% 142
2020
Q1 		– Sell
-4,671
Closed -$241K – 145
2019
Q4 		$241K Hold
4,671
– – 0.16% 130
2019
Q3 		$242K Sell
4,671
-1,481
-24% -$75.2K 0.18% 124
2019
Q2 		$307K Sell
6,152
-8,661
-58% -$433K 0.22% 99
2019
Q1 		$741K Sell
14,813
-1,933
-12% -$93.2K 0.54% 58
2018
Q4 		$741K Sell
16,746
-4,427
-21% -$205K 0.63% 51
2018
Q3 		$2.39K Buy
21,173
+1,728
+9% +$83.6K 1.33% 21
2018
Q2 		$935K Sell
19,445
-819
-4% -$38.6K 0.69% 45
2018
Q1 		$938K Buy
20,264
+1,683
+9% +$78.4K 0.7% 46
2017
Q4 		$908K Buy
18,581
+849
+5% +$41K 0.67% 49
2017
Q3 		$847K Sell
17,732
-1,873
-10% -$89.9K 0.73% 47
2017
Q2 		$935K Buy
19,605
+197
+1% +$9.45K 0.85% 42
2017
Q1 		$914K Buy
19,408
+1,018
+6% +$48K 0.88% 43
2016
Q4 		$862K Buy
18,390
+77
+0.4% +$3.58K 0.84% 46
2016
Q3 		$912K Buy
18,313
+141
+0.8% +$7.17K 0.52% 66
2016
Q2 		$915K Sell
18,172
-143
-0.8% -$7.01K 0.91% 42
2016
Q1 		$857K Buy
18,315
+479
+3% +$21.8K 0.56% 62
2015
Q4 		$836K Buy
17,836
+853
+5% +$40.1K 1.01% 43
2015
Q3 		$767K Buy
16,983
+191
+1% +$8.81K 1% 43
2015
Q2 		$775K Sell
16,792
-4,293
-20% -$208K 0.93% 46
2015
Q1 		$1.05M Sell
21,085
-870
-4% -$43.5K 1.16% 25
2014
Q4 		$1.05M Buy
+21,955
New +$1.03M 1.21% 25

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Investment Partners's RWO Position: Q2 2021 in Review

Investment Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2021, closing a stake of 4,598 shares — an estimated $217K sold.

Investment Partners first reported a position in RWO in Q4 2014 and held it in 23 quarters. The position peaked at $1.05M in Q1 2015. 236 funds tracked by Wall St. Rank hold RWO as of Q2 2021.

  • Investment Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Investment Partners sold 4,598 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2021, an estimated $217K.
  • Investment Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and held it in 23 quarters.
  • Investment Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.05M in Q1 2015.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2021.

Based on Investment Partners's 13F filing for Q2 2021, filed 15 Jul 2021.