LifePlan Financial Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

LifePlan Financial Group’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
2020 Q3	$22K	Hold	278	–	–	0.01%	330
2020 Q2	$22K	Hold	278	–	–	0.01%	324
2020 Q1	$20K	Hold	278	–	–	0.01%	312
2019 Q4	$28K	Hold	278	–	–	0.01%	308
2019 Q3	$29K	Buy	278 +10	+4%	+$1.02K	0.01%	298
2019 Q2	$26K	Hold	268	–	–	0.01%	310
2019 Q1	$27K	Hold	268	–	–	0.01%	315
2018 Q4	$23K	Hold	268	–	–	0.01%	313
2018 Q3	$25K	Hold	268	–	–	0.01%	318
2018 Q2	$25K	Buy	268 +12	+5%	+$1.07K	0.01%	312
2018 Q1	$22K	Buy	+256	New	+$22.2K	0.01%	310
2014 Q2	–	Sell	-105	Closed	-$8K	–	186
2014 Q1	$8K	Hold	105	–	–	0.01%	191
2013 Q4	$7K	Buy	+105	New	+$7.72K	﹤0.01%	179

Other funds holding RWR

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LifePlan Financial Group held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q3 2020 at 278 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #330.

LifePlan Financial Group first reported a position in RWR in Q4 2013 and has held it in 13 quarters since. The position peaked at $29K in Q3 2019. 202 funds tracked by Wall St. Rank hold RWR as of Q3 2020.

LifePlan Financial Group held 278 shares of State Street SPDR Dow Jones REIT ETF worth $22K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q3 2020.
State Street SPDR Dow Jones REIT ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #330 holding.
LifePlan Financial Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2013 and has held it in 13 quarters since.
LifePlan Financial Group's State Street SPDR Dow Jones REIT ETF position peaked at $29K in Q3 2019.
202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2020.

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