IAA
RWR icon

Ironsides Asset Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Ironsides Asset Advisors’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
2015
Q1 		– Sell
-2,773
Closed -$252K – 153
2014
Q4 		$252K Buy
+2,773
New +$243K 0.07% 139

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironsides Asset Advisors's RWR Position: Q1 2015 in Review

Ironsides Asset Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2015, closing a stake of 2,773 shares — an estimated $252K sold.

Ironsides Asset Advisors first reported a position in RWR in Q4 2014 and held it in 1 quarter. The position peaked at $252K in Q4 2014. 188 funds tracked by Wall St. Rank hold RWR as of Q1 2015.

  • Ironsides Asset Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2015 after selling out during the quarter.
  • Ironsides Asset Advisors sold 2,773 State Street SPDR Dow Jones REIT ETF shares in Q1 2015, an estimated $252K.
  • Ironsides Asset Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2014 and held it in 1 quarter.
  • Ironsides Asset Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $252K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2015.

Based on Ironsides Asset Advisors's 13F filing for Q1 2015, filed 20 Apr 2015.