Joel Isaacson & Co’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Joel Isaacson & Co’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
2016 Q4	–	Sell	-1,100	Closed	-$55K	–	694
2016 Q3	$55K	Hold	1,100	–	–	0.01%	306
2016 Q2	$55K	Hold	1,100	–	–	0.01%	310
2016 Q1	$54K	Hold	1,100	–	–	0.01%	320
2015 Q4	$51K	Hold	1,100	–	–	0.01%	323
2015 Q3	$50K	Buy	+1,100	New	+$50.8K	0.01%	339

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SFA

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joel Isaacson & Co's RWO Position: Q4 2016 in Review

Joel Isaacson & Co sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2016, closing a stake of 1,100 shares — an estimated $55K sold.

Joel Isaacson & Co first reported a position in RWO in Q3 2015 and held it in 5 quarters. The position peaked at $55K in Q3 2016. 191 funds tracked by Wall St. Rank hold RWO as of Q4 2016.

Joel Isaacson & Co reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 1,100 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2016, an estimated $55K.
Joel Isaacson & Co first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2015 and held it in 5 quarters.
Joel Isaacson & Co's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $55K in Q3 2016.
191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.