Kiley Juergens Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-9	Closed	–	–	517
2018 Q3	$0	Hold	9	–	–	﹤0.01%	737
2018 Q2	$0	Buy	+9	New	+$801	﹤0.01%	674

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kiley Juergens Wealth Management's RWR Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2018, closing a stake of 9 shares.

Kiley Juergens Wealth Management first reported a position in RWR in Q2 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 247 funds tracked by Wall St. Rank hold RWR as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 9 State Street SPDR Dow Jones REIT ETF shares in Q4 2018.
Kiley Juergens Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2018 and held it in 2 quarters.
Kiley Juergens Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $0 in Q3 2018.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.