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

Omnia Family Wealth’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	-800	Closed	-$40K	–	436
2019 Q1	$40K	Hold	800	–	–	0.02%	176
2018 Q4	$35K	Hold	800	–	–	0.02%	170
2018 Q3	$38K	Hold	800	–	–	0.02%	169
2018 Q2	$38K	Hold	800	–	–	0.02%	165
2018 Q1	$37K	Hold	800	–	–	0.02%	165
2017 Q4	$39K	Hold	800	–	–	0.02%	169
2017 Q3	$38K	Hold	800	–	–	0.02%	164
2017 Q2	$38K	Hold	800	–	–	0.02%	169
2017 Q1	$38K	Sell	800 -826	-51%	-$39K	0.02%	168
2016 Q4	$76K	Buy	+1,626	New	+$75.5K	0.04%	143

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

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

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

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

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