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McAdam LLC’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

McAdam LLC’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
Q4 		– Sell
-221
Closed -$20K – 492
2018
Q3 		$20K Hold
221
– – 0.01% 256
2018
Q2 		$21K Hold
221
– – 0.01% 233
2018
Q1 		$19K Buy
+221
New +$19.2K 0.01% 251

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McAdam LLC's RWR Position: Q4 2018 in Review

McAdam LLC sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2018, closing a stake of 221 shares — an estimated $20K sold.

McAdam LLC first reported a position in RWR in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 246 funds tracked by Wall St. Rank hold RWR as of Q4 2018.

  • McAdam LLC reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 221 State Street SPDR Dow Jones REIT ETF shares in Q4 2018, an estimated $20K.
  • McAdam LLC first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's State Street SPDR Dow Jones REIT ETF position peaked at $21K in Q2 2018.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.