Moneywise Inc’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Moneywise Inc’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	-5,197	Closed	-$269K	–	43
2019 Q4	$269K	Sell	5,197 -37	-0.7%	-$1.93K	0.2%	31
2019 Q3	$271K	Sell	5,234 -32	-0.6%	-$1.63K	0.22%	31
2019 Q2	$263K	Buy	5,266 +452	+9%	+$22.6K	0.2%	33
2019 Q1	$223K	Sell	4,814 -681	-12%	-$32.8K	0.19%	33
2018 Q4	$243K	Buy	5,495 +155	+3%	+$7.18K	0.23%	32
2018 Q3	$254K	Buy	5,340 +190	+4%	+$9.2K	0.21%	35
2018 Q2	$248K	Buy	5,150 +139	+3%	+$6.55K	0.21%	33
2018 Q1	$232K	Buy	5,011 +403	+9%	+$18.8K	0.19%	35
2017 Q4	$225K	Buy	4,608 +171	+4%	+$8.25K	0.17%	35
2017 Q3	$212K	Buy	+4,437	New	+$213K	0.17%	37

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 $2.89B AUM 23.18% 1-Year Est. Return

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

Moneywise Inc's RWO Position: Q1 2020 in Review

Moneywise Inc sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 5,197 shares — an estimated $269K sold.

Moneywise Inc first reported a position in RWO in Q3 2017 and held it in 10 quarters. The position peaked at $271K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Moneywise Inc reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Moneywise Inc sold 5,197 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $269K.
Moneywise Inc first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2017 and held it in 10 quarters.
Moneywise Inc's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $271K in Q3 2019.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Moneywise Inc's 13F filing for Q1 2020, filed 13 Apr 2020.