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

Lake Street Advisors Group’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 Q2	–	Sell	-10,553	Closed	-$488K	–	351
2018 Q1	$488K	Hold	10,553	–	–	0.05%	138
2017 Q4	$516K	Buy	+10,553	New	+$509K	0.06%	137

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

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

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lake Street Advisors Group's RWO Position: Q2 2018 in Review

Lake Street Advisors Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2018, closing a stake of 10,553 shares — an estimated $488K sold.

Lake Street Advisors Group first reported a position in RWO in Q4 2017 and held it in 2 quarters. The position peaked at $516K in Q4 2017. 234 funds tracked by Wall St. Rank hold RWO as of Q2 2018.

Lake Street Advisors Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2018 after selling out during the quarter.
Lake Street Advisors Group sold 10,553 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2018, an estimated $488K.
Lake Street Advisors Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 2 quarters.
Lake Street Advisors Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $516K in Q4 2017.
234 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2018.

Based on Lake Street Advisors Group's 13F filing for Q2 2018, filed 15 Aug 2018.