McKinley Carter Wealth Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

McKinley Carter Wealth Services’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	–	Sell	-54,742	Closed	-$2.42M	–	155
2018 Q4	$2.42M	Sell	54,742 -168,738	-76%	-$7.81M	0.8%	36
2018 Q3	$10.6M	Buy	223,480 +4,774	+2%	+$231K	3.15%	6
2018 Q2	$10.5M	Buy	218,706 +2,659	+1%	+$125K	3.39%	6
2018 Q1	$10M	Sell	216,047 -3,191	-1%	-$149K	3.27%	3
2017 Q4	$10.7M	Buy	219,238 +3,170	+1%	+$153K	3.68%	3
2017 Q3	$10.3M	Buy	+216,068	New	+$10.4M	3.96%	5
2014 Q4	–	Sell	-104,567	Closed	-$4.63M	–	101
2014 Q3	$4.63M	Buy	104,567 +7,770	+8%	+$363K	4.4%	5
2014 Q2	$4.52M	Buy	+96,797	New	+$4.42M	4.77%	4

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

McKinley Carter Wealth Services's RWO Position: Q1 2019 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2019, closing a stake of 54,742 shares — an estimated $2.42M sold.

McKinley Carter Wealth Services first reported a position in RWO in Q2 2014 and held it in 8 quarters. The position peaked at $10.7M in Q4 2017. 250 funds tracked by Wall St. Rank hold RWO as of Q1 2019.

McKinley Carter Wealth Services reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2019 after selling out during the quarter.
McKinley Carter Wealth Services sold 54,742 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2019, an estimated $2.42M.
McKinley Carter Wealth Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2014 and held it in 8 quarters.
McKinley Carter Wealth Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $10.7M in Q4 2017.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2019.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2019, filed 8 May 2019.