Newman Dignan & Sheerar Inc’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Newman Dignan & Sheerar Inc’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 Q1	–	Sell	-4,448	Closed	-$208K	–	153
2016 Q4	$208K	Hold	4,448	–	–	0.13%	140
2016 Q3	$222K	Sell	4,448 -475	-10%	-$24.2K	0.14%	137
2016 Q2	$248K	Sell	4,923 -50	-1%	-$2.45K	0.16%	135
2016 Q1	$244K	Sell	4,973 -634	-11%	-$28.9K	0.18%	121
2015 Q4	$262K	Buy	5,607 +23	+0.4%	+$1.08K	0.19%	120
2015 Q3	$252K	Sell	5,584 -800	-13%	-$36.9K	0.16%	115
2015 Q2	$293K	Sell	6,384 -250	-4%	-$12.1K	0.21%	114
2015 Q1	$330K	Buy	6,634 +100	+2%	+$5K	0.24%	105
2014 Q4	$312K	Hold	6,534	–	–	0.19%	108
2014 Q3	$290K	Hold	6,534	–	–	0.22%	109
2014 Q2	$305K	Hold	6,534	–	–	0.17%	114
2014 Q1	$285K	Hold	6,534	–	–	0.2%	115
2013 Q4	$271K	Hold	6,534	–	–	0.19%	126
2013 Q3	$276K	Buy	6,534 +118	+2%	+$4.98K	0.21%	117
2013 Q2	$270K	Buy	+6,416	New	+$290K	0.02%	111

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RJA

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

Newman Dignan & Sheerar Inc's RWO Position: Q1 2017 in Review

Newman Dignan & Sheerar Inc sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2017, closing a stake of 4,448 shares — an estimated $208K sold.

Newman Dignan & Sheerar Inc first reported a position in RWO in Q2 2013 and held it in 15 quarters. The position peaked at $330K in Q1 2015. 186 funds tracked by Wall St. Rank hold RWO as of Q1 2017.

Newman Dignan & Sheerar Inc reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 4,448 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2017, an estimated $208K.
Newman Dignan & Sheerar Inc first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 15 quarters.
Newman Dignan & Sheerar Inc's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $330K in Q1 2015.
186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2017.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2017, filed 11 Apr 2017.