Nations Financial Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Nations Financial Group’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 Q3	–	Sell	-41,229	Closed	-$1.97M	–	160
2017 Q2	$1.97M	Sell	41,229 -2,671	-6%	-$128K	1.62%	10
2017 Q1	$2.07M	Sell	43,900 -439	-1%	-$20.7K	2.02%	8
2016 Q4	$2.08M	Sell	44,339 -1,563	-3%	-$72.6K	2.24%	7
2016 Q3	$2.29M	Buy	45,902 +1,476	+3%	+$75.1K	2.26%	7
2016 Q2	$2.24M	Buy	44,426 +2,282	+5%	+$112K	2.35%	6
2016 Q1	$2.06M	Sell	42,144 -1,065	-2%	-$48.5K	2.37%	7
2015 Q4	$2.02M	Buy	+43,209	New	+$2.03M	2.63%	6

Other funds holding RWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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 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

Nations Financial Group's RWO Position: Q3 2017 in Review

Nations Financial Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2017, closing a stake of 41,229 shares — an estimated $1.97M sold.

Nations Financial Group first reported a position in RWO in Q4 2015 and held it in 7 quarters. The position peaked at $2.29M in Q3 2016. 199 funds tracked by Wall St. Rank hold RWO as of Q3 2017.

Nations Financial Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Nations Financial Group sold 41,229 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2017, an estimated $1.97M.
Nations Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and held it in 7 quarters.
Nations Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.29M in Q3 2016.
199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2017.

Based on Nations Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.