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

Lake Street Private Wealth’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
-12,070
Closed -$622K – 167
2019
Q4 		$622K Buy
+12,070
New +$628K 0.24% 97

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SFA
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HSBC Holdings
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GT
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PSUF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Street Private Wealth's RWO Position: Q1 2020 in Review

Lake Street Private Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 12,070 shares — an estimated $622K sold.

Lake Street Private Wealth first reported a position in RWO in Q4 2019 and held it in 1 quarter. The position peaked at $622K in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Lake Street Private Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Lake Street Private Wealth sold 12,070 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $622K.
  • Lake Street Private Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Lake Street Private Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $622K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Lake Street Private Wealth's 13F filing for Q1 2020, filed 7 Apr 2020.