Ironwood Financial’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Ironwood Financial’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
2015 Q3	$55K	Sell	1,216 -161	-12%	-$7.43K	0.03%	106
2015 Q2	$63K	Buy	1,377 +1,108	+412%	+$53.6K	0.03%	102
2015 Q1	$13K	Buy	+269	New	+$13.4K	0.01%	192

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

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 $377B AUM 19.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

Ironwood Financial's RWO Position: Q3 2015 in Review

Ironwood Financial reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 12% in Q3 2015, selling an estimated $7.43K and leaving 1,216 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #106.

Ironwood Financial first reported a position in RWO in Q1 2015 and has held it in 3 quarters since. The position peaked at $63K in Q2 2015. 156 funds tracked by Wall St. Rank hold RWO as of Q3 2015.

Ironwood Financial held 1,216 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $55K as of Q3 2015.
Ironwood Financial sold 161 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2015, an estimated $7.43K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.03% of Ironwood Financial's portfolio in Q3 2015, its #106 holding.
Ironwood Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and has held it in 3 quarters since.
Ironwood Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $63K in Q2 2015.
156 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.