Mark Sheptoff Financial Planning’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Mark Sheptoff Financial Planning’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
2018 Q1	–	Sell	-62	Closed	-$6K	–	396
2017 Q4	$6K	Hold	62	–	–	﹤0.01%	316
2017 Q3	$6K	Hold	62	–	–	﹤0.01%	316
2017 Q2	$6K	Sell	62 -1	-2%	-$93	﹤0.01%	300
2017 Q1	$6K	Buy	63 +1	+2%	+$93	﹤0.01%	299
2016 Q4	$6K	Hold	62	–	–	﹤0.01%	292
2016 Q3	$6K	Hold	62	–	–	﹤0.01%	285
2016 Q2	$6K	Hold	62	–	–	﹤0.01%	274
2016 Q1	$6K	Hold	62	–	–	﹤0.01%	274
2015 Q4	$6K	Hold	62	–	–	﹤0.01%	296
2015 Q3	$5K	Hold	62	–	–	﹤0.01%	290
2015 Q2	$5K	Hold	62	–	–	﹤0.01%	303
2015 Q1	$6K	Hold	62	–	–	0.01%	288
2014 Q4	$6K	Hold	62	–	–	0.01%	286
2014 Q3	$5K	Hold	62	–	–	﹤0.01%	301
2014 Q2	$5K	Hold	62	–	–	﹤0.01%	308
2014 Q1	$5K	Buy	+62	New	+$4.68K	﹤0.01%	319

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Mark Sheptoff Financial Planning's RWR Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2018, closing a stake of 62 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in RWR in Q1 2014 and held it in 16 quarters. The position peaked at $6K in Q4 2017. 209 funds tracked by Wall St. Rank hold RWR as of Q1 2018.

Mark Sheptoff Financial Planning reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 62 State Street SPDR Dow Jones REIT ETF shares in Q1 2018, an estimated $6K.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2014 and held it in 16 quarters.
Mark Sheptoff Financial Planning's State Street SPDR Dow Jones REIT ETF position peaked at $6K in Q4 2017.
209 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.