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Isthmus Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Isthmus Partners’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
2017
Q4 		– Sell
-200
Closed -$19K – 318
2017
Q3 		$19K Buy
+200
New +$18.6K 0.01% 216

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Isthmus Partners's RWR Position: Q4 2017 in Review

Isthmus Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2017, closing a stake of 200 shares — an estimated $19K sold.

Isthmus Partners first reported a position in RWR in Q3 2017 and held it in 1 quarter. The position peaked at $19K in Q3 2017. 216 funds tracked by Wall St. Rank hold RWR as of Q4 2017.

  • Isthmus Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Isthmus Partners sold 200 State Street SPDR Dow Jones REIT ETF shares in Q4 2017, an estimated $19K.
  • Isthmus Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2017 and held it in 1 quarter.
  • Isthmus Partners's State Street SPDR Dow Jones REIT ETF position peaked at $19K in Q3 2017.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2017.

Based on Isthmus Partners's 13F filing for Q4 2017, filed 5 Feb 2018.