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Keystone Financial Planning’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Keystone Financial Planning’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
2014
Q1 		– Sell
-255
Closed -$18K – 80
2013
Q4 		$18K Buy
+255
New +$18.7K 0.01% 74

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Financial Planning's RWR Position: Q1 2014 in Review

Keystone Financial Planning sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2014, closing a stake of 255 shares — an estimated $18K sold.

Keystone Financial Planning first reported a position in RWR in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 167 funds tracked by Wall St. Rank hold RWR as of Q1 2014.

  • Keystone Financial Planning reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 255 State Street SPDR Dow Jones REIT ETF shares in Q1 2014, an estimated $18K.
  • Keystone Financial Planning first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's State Street SPDR Dow Jones REIT ETF position peaked at $18K in Q4 2013.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.