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Next Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Next Capital Management’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
2019
Q4 		– Sell
-158
Closed -$8K – 184
2019
Q3 		$8K Buy
+158
New +$8.02K 0.01% 236

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SFA
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HSBC Holdings
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Morgan Stanley
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GT
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Capital Management's RWO Position: Q4 2019 in Review

Next Capital Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2019, closing a stake of 158 shares — an estimated $8K sold.

Next Capital Management first reported a position in RWO in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 262 funds tracked by Wall St. Rank hold RWO as of Q4 2019.

  • Next Capital Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Next Capital Management sold 158 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2019, an estimated $8K.
  • Next Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • Next Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8K in Q3 2019.
  • 262 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2019.

Based on Next Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.