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

Lenox 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
2017 Q4	–	Sell	-4,577	Closed	-$218K	–	509
2017 Q3	$218K	Hold	4,577	–	–	0.07%	128
2017 Q2	$218K	Sell	4,577 -315	-6%	-$15.1K	0.09%	126
2017 Q1	$230K	Buy	4,892 +1,128	+30%	+$53.2K	0.17%	31
2016 Q4	$176K	Buy	3,764 +430	+13%	+$20K	0.13%	33
2016 Q3	$166K	Sell	3,334 -234	-7%	-$11.9K	0.13%	35
2016 Q2	$180K	Sell	3,568 -134	-4%	-$6.57K	0.13%	35
2016 Q1	$181K	Buy	3,702 +574	+18%	+$26.2K	0.13%	35
2015 Q4	$146K	Buy	+3,128	New	+$147K	0.11%	45

Other funds holding RWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SFA

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lenox Wealth Management's RWO Position: Q4 2017 in Review

Lenox Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2017, closing a stake of 4,577 shares — an estimated $218K sold.

Lenox Wealth Management first reported a position in RWO in Q4 2015 and held it in 8 quarters. The position peaked at $230K in Q1 2017. 237 funds tracked by Wall St. Rank hold RWO as of Q4 2017.

Lenox Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Management sold 4,577 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2017, an estimated $218K.
Lenox Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and held it in 8 quarters.
Lenox Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $230K in Q1 2017.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.