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

Lighthouse Financial Advisors’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
Q1 		– Sell
-31
Closed -$1K – 228
2019
Q4 		$1K Buy
+31
New +$1.61K ﹤0.01% 263

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HSBC Holdings
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GT
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PSUF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lighthouse Financial Advisors's RWO Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 31 shares — an estimated $1K sold.

Lighthouse Financial Advisors first reported a position in RWO in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 31 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $1K.
  • Lighthouse Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.