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

Northwest Wealth 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 Q2	–	Sell	-86	Closed	-$4K	–	393
2019 Q1	$4K	Hold	86	–	–	﹤0.01%	433
2018 Q4	$4K	Hold	86	–	–	﹤0.01%	414
2018 Q3	$4K	Buy	86 +36	+72%	+$1.74K	﹤0.01%	445
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	470
2018 Q1	$2K	Buy	+50	New	+$2.33K	﹤0.01%	484

Other funds holding RWO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwest Wealth Management's RWO Position: Q2 2019 in Review

Northwest Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2019, closing a stake of 86 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in RWO in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 249 funds tracked by Wall St. Rank hold RWO as of Q2 2019.

Northwest Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 86 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2019, an estimated $4K.
Northwest Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4K in Q1 2019.
249 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.