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Ken Stern & Associates’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Ken Stern & Associates’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
2018
Q3 		$297K Buy
6,240
+1,557
+33% +$75.4K 0.13% 104
2018
Q2 		$225K Buy
+4,683
New +$221K 0.1% 120

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ken Stern & Associates's RWO Position: Q3 2018 in Review

Ken Stern & Associates increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 33% in Q3 2018, buying an estimated $75.4K and bringing the position to 6,240 shares worth $297K. The position accounts for 0.13% of the portfolio, ranked #104.

Ken Stern & Associates first reported a position in RWO in Q2 2018 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold RWO as of Q3 2018.

  • Ken Stern & Associates held 6,240 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $297K as of Q3 2018.
  • Ken Stern & Associates bought 1,557 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2018, an estimated $75.4K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.13% of Ken Stern & Associates's portfolio in Q3 2018, its #104 holding.
  • Ken Stern & Associates first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2018 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.