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

LifePlan Financial 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
2020 Q3	$7K	Hold	165	–	–	﹤0.01%	446
2020 Q2	$6K	Sell	165 -250	-60%	-$9.55K	﹤0.01%	463
2020 Q1	$15K	Sell	415 -84	-17%	-$3.99K	0.01%	355
2019 Q4	$26K	Buy	499 +84	+20%	+$4.37K	0.01%	313
2019 Q3	$22K	Sell	415 -972	-70%	-$49.4K	0.01%	338
2019 Q2	$69K	Sell	1,387 -143	-9%	-$7.14K	0.03%	211
2019 Q1	$77K	Sell	1,530 -677	-31%	-$32.6K	0.04%	205
2018 Q4	$98K	Hold	2,207	–	–	0.06%	177
2018 Q3	$105K	Hold	2,207	–	–	0.06%	180
2018 Q2	$106K	Buy	2,207 +113	+5%	+$5.33K	0.06%	174
2018 Q1	$97K	Buy	+2,094	New	+$97.6K	0.06%	168
2014 Q2	–	Sell	-408	Closed	-$18K	–	185
2014 Q1	$18K	Hold	408	–	–	0.01%	156
2013 Q4	$17K	Buy	+408	New	+$17.3K	0.01%	143

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

SFA

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

LifePlan Financial Group's RWO Position: Q3 2020 in Review

LifePlan Financial Group held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q3 2020 at 165 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

LifePlan Financial Group first reported a position in RWO in Q4 2013 and has held it in 13 quarters since. The position peaked at $106K in Q2 2018. 204 funds tracked by Wall St. Rank hold RWO as of Q3 2020.

LifePlan Financial Group held 165 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $7K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q3 2020.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #446 holding.
LifePlan Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2013 and has held it in 13 quarters since.
LifePlan Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $106K in Q2 2018.
204 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.