OIA
RWO icon

Optimum Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$12K Hold
242
– – ﹤0.01% 786
2014
Q4 		$12K Hold
242
– – ﹤0.01% 820
2014
Q3 		$11K Buy
+242
New +$11.3K ﹤0.01% 751

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's RWO Position: Q1 2015 in Review

Optimum Investment Advisors held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q1 2015 at 242 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Optimum Investment Advisors first reported a position in RWO in Q3 2014 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold RWO as of Q1 2015.

  • Optimum Investment Advisors held 242 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $12K as of Q1 2015.
  • Optimum Investment Advisors left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q1 2015.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #786 holding.
  • Optimum Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2014 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.