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

MYCIO Wealth Partners’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
2016 Q2	–	Sell	-1,000	Closed	-$49K	–	1152
2016 Q1	$49K	Hold	1,000	–	–	0.01%	327
2015 Q4	$47K	Sell	1,000 -150	-13%	-$7.05K	0.01%	301
2015 Q3	$52K	Buy	1,150 +150	+15%	+$6.92K	0.01%	287
2015 Q2	$46K	Hold	1,000	–	–	0.01%	305
2015 Q1	$50K	Buy	+1,000	New	+$50K	0.01%	285

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MYCIO Wealth Partners's RWO Position: Q2 2016 in Review

MYCIO Wealth Partners sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2016, closing a stake of 1,000 shares — an estimated $49K sold.

MYCIO Wealth Partners first reported a position in RWO in Q1 2015 and held it in 5 quarters. The position peaked at $52K in Q3 2015. 171 funds tracked by Wall St. Rank hold RWO as of Q2 2016.

MYCIO Wealth Partners reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 1,000 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2016, an estimated $49K.
MYCIO Wealth Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 5 quarters.
MYCIO Wealth Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $52K in Q3 2015.
171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2016.

Based on MYCIO Wealth Partners's 13F filing for Q2 2016, filed 10 Aug 2016.