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Monterey Private Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Monterey Private Wealth’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
-5,128
Closed -$264K – 78
2019
Q4 		$264K Buy
+5,128
New +$267K 0.21% 62

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SFA
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HSBC Holdings
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GT
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PSUF
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Morgan Stanley
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WPW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monterey Private Wealth's RWO Position: Q1 2020 in Review

Monterey Private Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 5,128 shares — an estimated $264K sold.

Monterey Private Wealth first reported a position in RWO in Q4 2019 and held it in 1 quarter. The position peaked at $264K in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Monterey Private Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Monterey Private Wealth sold 5,128 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $264K.
  • Monterey Private Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Monterey Private Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $264K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Monterey Private Wealth's 13F filing for Q1 2020, filed 24 Feb 2021.