Live Your Vision’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Live Your Vision’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
2019 Q1	$158K	Buy	3,210 +783	+32%	+$37.8K	0.05%	77
2018 Q4	$112K	Buy	2,427 +356	+17%	+$16.5K	0.04%	89
2018 Q3	$99K	Buy	2,071 +120	+6%	+$5.81K	0.03%	93
2018 Q2	$94K	Buy	1,951 +73	+4%	+$3.44K	0.03%	94
2018 Q1	$87K	Buy	1,878 +114	+6%	+$5.31K	0.03%	87
2017 Q4	$84K	Buy	1,764 +21	+1%	+$1.01K	0.03%	93
2017 Q3	$83K	Buy	1,743 +30	+2%	+$1.44K	0.03%	91
2017 Q2	$84K	Buy	1,713 +79	+5%	+$3.79K	0.03%	84
2017 Q1	$77K	Sell	1,634 -261	-14%	-$12.3K	0.03%	93
2016 Q4	$89K	Sell	1,895 -222	-10%	-$10.3K	0.04%	88
2016 Q3	$105K	Buy	+2,117	New	+$108K	0.04%	78
2015 Q4	–	Sell	-2,198	Closed	-$99K	–	233
2015 Q3	$99K	Buy	+2,198	New	+$101K	0.05%	83

Other funds holding RWO

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Live Your Vision's RWO Position: Q1 2019 in Review

Live Your Vision increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 32% in Q1 2019, buying an estimated $37.8K and bringing the position to 3,210 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #77.

Live Your Vision first reported a position in RWO in Q3 2015 and has held it in 12 quarters since. 250 funds tracked by Wall St. Rank hold RWO as of Q1 2019.

Live Your Vision held 3,210 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $158K as of Q1 2019.
Live Your Vision bought 783 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2019, an estimated $37.8K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.05% of Live Your Vision's portfolio in Q1 2019, its #77 holding.
Live Your Vision first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2015 and has held it in 12 quarters since.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.