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

LBA Wealth Management’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
2015
Q2 		– Sell
-136
Closed -$7K – 328
2015
Q1 		$7K Buy
+136
New +$6.79K ﹤0.01% 255

Other funds holding RWO

Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LBA Wealth Management's RWO Position: Q2 2015 in Review

LBA Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2015, closing a stake of 136 shares — an estimated $7K sold.

LBA Wealth Management first reported a position in RWO in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 144 funds tracked by Wall St. Rank hold RWO as of Q2 2015.

  • LBA Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • LBA Wealth Management sold 136 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2015, an estimated $7K.
  • LBA Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 1 quarter.
  • LBA Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $7K in Q1 2015.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.