Lenox Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Lenox Wealth Management’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-236	Closed	-$22K	–	676
2018 Q3	$22K	Hold	236	–	–	0.01%	313
2018 Q2	$22K	Hold	236	–	–	0.01%	284
2018 Q1	$20K	Hold	236	–	–	0.01%	295
2017 Q4	$22K	Hold	236	–	–	0.01%	305
2017 Q3	$21K	Hold	236	–	–	0.01%	321
2017 Q2	$22K	Buy	+236	New	+$21.9K	0.01%	297

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Management's RWR Position: Q4 2018 in Review

Lenox Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2018, closing a stake of 236 shares — an estimated $22K sold.

Lenox Wealth Management first reported a position in RWR in Q2 2017 and held it in 6 quarters. The position peaked at $22K in Q3 2018. 246 funds tracked by Wall St. Rank hold RWR as of Q4 2018.

Lenox Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 236 State Street SPDR Dow Jones REIT ETF shares in Q4 2018, an estimated $22K.
Lenox Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2017 and held it in 6 quarters.
Lenox Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $22K in Q3 2018.
246 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.