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IAA
Ironsides Asset Advisors’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
Ironsides Asset Advisors’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
2017
Q4
–
Sell
-58,758
Closed
-$2.81M
–
91
2017
Q3
$2.81M
Hold
58,758
–
–
1.15%
13
2017
Q2
$2.8M
Hold
58,758
–
–
1.21%
13
2017
Q1
$2.77M
Sell
58,758
-5,140
-8%
-$242K
1.21%
12
2016
Q4
$2.99M
Sell
63,898
-156
-0.2%
-$7.25K
0.82%
27
2016
Q3
$3.19M
Buy
64,054
+449
+0.7%
+$22.8K
0.86%
25
2016
Q2
$3.2M
Sell
63,605
-6,447
-9%
-$316K
0.98%
22
2016
Q1
$3.43M
Buy
70,052
+3,236
+5%
+$147K
0.86%
21
2015
Q4
$3.13M
Sell
66,816
-8,259
-11%
-$388K
0.84%
23
2015
Q3
$3.39M
Sell
75,075
-11,069
-13%
-$511K
0.95%
18
2015
Q2
$3.95M
Sell
86,144
-2,426
-3%
-$117K
1.12%
15
2015
Q1
$4.4M
Sell
88,570
-8,757
-9%
-$437K
1.19%
15
2014
Q4
$4.64M
Sell
97,327
-14,815
-13%
-$694K
1.28%
13
2014
Q3
$4.97M
Sell
112,142
-4,167
-4%
-$194K
1.44%
14
2014
Q2
$5.43M
Buy
+116,309
New
+$5.31M
1.57%
12
Other funds holding RWO
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$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
SFA
Sequoia Financial Advisors
Akron, Ohio
$17.8B AUM
21.2%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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