Moneta Group Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Moneta Group Investment Advisors’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
2020 Q1	–	Sell	-6,910	Closed	-$356K	–	281
2019 Q4	$356K	Buy	6,910 +142	+2%	+$7.39K	0.03%	198
2019 Q3	$351K	Sell	6,768 -366	-5%	-$18.6K	0.03%	198
2019 Q2	$356K	Sell	7,134 -5,978	-46%	-$299K	0.04%	180
2019 Q1	$656K	Buy	13,112 +934	+8%	+$45K	0.07%	126
2018 Q4	$539K	Buy	12,178 +350	+3%	+$16.2K	0.06%	131
2018 Q3	$563K	Buy	11,828 +837	+8%	+$40.5K	0.06%	144
2018 Q2	$529K	Buy	+10,991	New	+$518K	0.06%	165

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors's RWO Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 6,910 shares — an estimated $356K sold.

Moneta Group Investment Advisors first reported a position in RWO in Q2 2018 and held it in 7 quarters. The position peaked at $656K in Q1 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Moneta Group Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 6,910 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $356K.
Moneta Group Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2018 and held it in 7 quarters.
Moneta Group Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $656K in Q1 2019.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.