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

OptiFour Integrated 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
2018
Q2 		– Sell
-83,876
Closed -$3.88M – 57
2018
Q1 		$3.88M Buy
83,876
+4,657
+6% +$217K 3.24% 11
2017
Q4 		$3.87M Buy
+79,219
New +$3.82M 3.24% 10

Other funds holding RWO

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

OptiFour Integrated Wealth Management's RWO Position: Q2 2018 in Review

OptiFour Integrated Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2018, closing a stake of 83,876 shares — an estimated $3.88M sold.

OptiFour Integrated Wealth Management first reported a position in RWO in Q4 2017 and held it in 2 quarters. The position peaked at $3.88M in Q1 2018. 234 funds tracked by Wall St. Rank hold RWO as of Q2 2018.

  • OptiFour Integrated Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 83,876 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2018, an estimated $3.88M.
  • OptiFour Integrated Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • OptiFour Integrated Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.88M in Q1 2018.
  • 234 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q2 2018, filed 7 May 2019.