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National Planning Corporation’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

National Planning Corporation’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
2017
Q2 		– Sell
-26,053
Closed -$1.23M – 771
2017
Q1 		$1.23M Buy
26,053
+847
+3% +$40K 0.09% 208
2016
Q4 		$1.18M Buy
25,206
+1,942
+8% +$90.2K 0.09% 210
2016
Q3 		$1.08M Sell
23,264
-6,082
-21% -$309K 0.09% 223
2016
Q2 		$1.52M Buy
29,346
+7,677
+35% +$376K 0.12% 183
2016
Q1 		$1.08M Sell
21,669
-404
-2% -$18.4K 0.09% 218
2015
Q4 		$976K Sell
22,073
-7,271
-25% -$342K 0.08% 252
2015
Q3 		$1.4M Sell
29,344
-359
-1% -$16.6K 0.13% 170
2015
Q2 		$1.42M Sell
29,703
-3,148
-10% -$152K 0.13% 167
2015
Q1 		$1.58M Buy
32,851
+12,149
+59% +$607K 0.14% 149
2014
Q4 		$1.02M Sell
20,702
-6,049
-23% -$283K 0.07% 244
2014
Q3 		$1.18M Buy
26,751
+9,409
+54% +$439K 0.09% 221
2014
Q2 		$809K Sell
17,342
-211
-1% -$9.64K 0.06% 289
2014
Q1 		$773K Sell
17,553
-10,195
-37% -$434K 0.07% 282
2013
Q4 		$1.15M Sell
27,748
-2,486
-8% -$105K 0.1% 208
2013
Q3 		$1.29M Buy
30,234
+8,977
+42% +$379K 0.13% 177
2013
Q2 		$892K Buy
+21,257
New +$960K 0.11% 193

Other funds holding RWO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

National Planning Corporation's RWO Position: Q2 2017 in Review

National Planning Corporation sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2017, closing a stake of 26,053 shares — an estimated $1.23M sold.

National Planning Corporation first reported a position in RWO in Q2 2013 and held it in 16 quarters. The position peaked at $1.58M in Q1 2015. 192 funds tracked by Wall St. Rank hold RWO as of Q2 2017.

  • National Planning Corporation reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • National Planning Corporation sold 26,053 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2017, an estimated $1.23M.
  • National Planning Corporation first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 16 quarters.
  • National Planning Corporation's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.58M in Q1 2015.
  • 192 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.