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Meridian Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Meridian Wealth Management’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
2019
Q3 		– Sell
-980
Closed -$968 – 420
2019
Q2 		$968 Buy
+980
New +$97.3K 0.04% 277

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Meridian Wealth Management's RWR Position: Q3 2019 in Review

Meridian Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2019, closing a stake of 980 shares — an estimated $968 sold.

Meridian Wealth Management first reported a position in RWR in Q2 2019 and held it in 1 quarter. The position peaked at $968 in Q2 2019. 254 funds tracked by Wall St. Rank hold RWR as of Q3 2019.

  • Meridian Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 980 State Street SPDR Dow Jones REIT ETF shares in Q3 2019, an estimated $968.
  • Meridian Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $968 in Q2 2019.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.