Mark Sheptoff Financial Planning’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Mark Sheptoff Financial Planning’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
2017 Q3	–	Sell	-26	Closed	-$1K	–	388
2017 Q2	$1K	Sell	26 -1	-4%	-$48	﹤0.01%	356
2017 Q1	$1K	Buy	27 +1	+4%	+$47	﹤0.01%	356
2016 Q4	$1K	Hold	26	–	–	﹤0.01%	345
2016 Q3	$1K	Buy	+26	New	+$1.32K	﹤0.01%	340

Other funds holding RWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mark Sheptoff Financial Planning's RWO Position: Q3 2017 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2017, closing a stake of 26 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in RWO in Q3 2016 and held it in 4 quarters. The position peaked at $1K in Q2 2017. 199 funds tracked by Wall St. Rank hold RWO as of Q3 2017.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 26 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2017, an estimated $1K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2016 and held it in 4 quarters.
Mark Sheptoff Financial Planning's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1K in Q2 2017.
199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2017, filed 9 Nov 2017.