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

Occidental Asset 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
2018
Q1 		– Sell
-18,352
Closed -$897K – 148
2017
Q4 		$897K Buy
18,352
+1,659
+10% +$80.1K 0.47% 38
2017
Q3 		$797K Buy
+16,693
New +$801K 0.44% 41

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HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Rinet Company Boston, Massachusetts $530M AUM 28.25% 1-Year Est. Return

Occidental Asset Management's RWO Position: Q1 2018 in Review

Occidental Asset Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2018, closing a stake of 18,352 shares — an estimated $897K sold.

Occidental Asset Management first reported a position in RWO in Q3 2017 and held it in 2 quarters. The position peaked at $897K in Q4 2017. 233 funds tracked by Wall St. Rank hold RWO as of Q1 2018.

  • Occidental Asset Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Occidental Asset Management sold 18,352 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2018, an estimated $897K.
  • Occidental Asset Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2017 and held it in 2 quarters.
  • Occidental Asset Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $897K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2018.

Based on Occidental Asset Management's 13F filing for Q1 2018, filed 19 Mar 2019.