JOYN Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

JOYN 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
2019 Q1	–	Sell	-475	Closed	-$21K	–	1134
2018 Q4	$21K	Hold	475	–	–	﹤0.01%	647
2018 Q3	$23K	Hold	475	–	–	﹤0.01%	644
2018 Q2	$23K	Buy	+475	New	+$22.4K	﹤0.01%	627

Other funds holding RWO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's RWO Position: Q1 2019 in Review

JOYN Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2019, closing a stake of 475 shares — an estimated $21K sold.

JOYN Advisors first reported a position in RWO in Q2 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 250 funds tracked by Wall St. Rank hold RWO as of Q1 2019.

JOYN Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 475 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2019, an estimated $21K.
JOYN Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2018 and held it in 3 quarters.
JOYN Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $23K in Q3 2018.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.