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 $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Omnia Family Wealth's RWO Position: Q2 2019 in Review

Omnia Family Wealth sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2019, closing a stake of 800 shares — an estimated $40K sold.

Omnia Family Wealth first reported a position in RWO in Q4 2016 and held it in 10 quarters. The position peaked at $76K in Q4 2016. 249 funds tracked by Wall St. Rank hold RWO as of Q2 2019.

Omnia Family Wealth reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 800 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2019, an estimated $40K.
Omnia Family Wealth first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $76K in Q4 2016.
249 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.