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

Klingman & 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
2020
Q1 		– Sell
-7,921
Closed -$408K – 135
2019
Q4 		$408K Hold
7,921
– – 0.07% 86
2019
Q3 		$411K Hold
7,921
– – 0.07% 79
2019
Q2 		$395K Hold
7,921
– – 0.07% 82
2019
Q1 		$396K Buy
+7,921
New +$382K 0.08% 79

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Klingman & Associates's RWO Position: Q1 2020 in Review

Klingman & Associates sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 7,921 shares — an estimated $408K sold.

Klingman & Associates first reported a position in RWO in Q1 2019 and held it in 4 quarters. The position peaked at $411K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Klingman & Associates reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Klingman & Associates sold 7,921 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $408K.
  • Klingman & Associates first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and held it in 4 quarters.
  • Klingman & Associates's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $411K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Klingman & Associates's 13F filing for Q1 2020, filed 29 Apr 2020.