MYCIO Wealth Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-2,279	Closed	-$233K	–	315
2019 Q4	$233K	Hold	2,279	–	–	0.02%	302
2019 Q3	$238K	Hold	2,279	–	–	0.02%	275
2019 Q2	$225K	Hold	2,279	–	–	0.02%	281
2019 Q1	$225K	Buy	+2,279	New	+$216K	0.02%	263
2018 Q4	–	Sell	-2,279	Closed	-$213K	–	301
2018 Q3	$213K	Buy	+2,279	New	+$216K	0.02%	263

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

MYCIO Wealth Partners's RWR Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 2,279 shares — an estimated $233K sold.

MYCIO Wealth Partners first reported a position in RWR in Q3 2018 and held it in 5 quarters. The position peaked at $238K in Q3 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 2,279 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $233K.
MYCIO Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2018 and held it in 5 quarters.
MYCIO Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $238K in Q3 2019.
219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.