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Omega Financial Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Omega Financial Group’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
2020
Q1 		– Sell
-51,187
Closed -$2.64M – 63
2019
Q4 		$2.64M Buy
51,187
+3,134
+7% +$163K 1.73% 20
2019
Q3 		$2.49M Sell
48,053
-665
-1% -$33.8K 1.75% 20
2019
Q2 		$2.43M Sell
48,718
-505
-1% -$25.2K 1.8% 20
2019
Q1 		$2.46M Sell
49,223
-1,258
-2% -$60.7K 1.82% 22
2018
Q4 		$2.23M Buy
+50,481
New +$2.34M 1.97% 20

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Omega Financial Group's RWO Position: Q1 2020 in Review

Omega Financial Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 51,187 shares — an estimated $2.64M sold.

Omega Financial Group first reported a position in RWO in Q4 2018 and held it in 5 quarters. The position peaked at $2.64M in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Omega Financial Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Omega Financial Group sold 51,187 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $2.64M.
  • Omega Financial Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 5 quarters.
  • Omega Financial Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $2.64M in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Omega Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.