NEXT Financial Holdings’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$68K	Buy	+691	New	+$65.5K	0.02%	648

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NEXT Financial Holdings's RWR Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2019: 691 shares worth $68K. The stake represents 0.02% of the portfolio and ranks #648 among its holdings.

245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

NEXT Financial Holdings held 691 shares of State Street SPDR Dow Jones REIT ETF worth $68K as of Q1 2019.
State Street SPDR Dow Jones REIT ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR Dow Jones REIT ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #648 holding.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.