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Palisades Hudson Asset Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Palisades Hudson Asset Management’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,730
Closed -$359K – 64
2013
Q2 		$359K Buy
+4,730
New +$378K 0.34% 31

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palisades Hudson Asset Management's RWR Position: Q3 2013 in Review

Palisades Hudson Asset Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2013, closing a stake of 4,730 shares — an estimated $359K sold.

Palisades Hudson Asset Management first reported a position in RWR in Q2 2013 and held it in 1 quarter. The position peaked at $359K in Q2 2013. 144 funds tracked by Wall St. Rank hold RWR as of Q3 2013.

  • Palisades Hudson Asset Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2013 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 4,730 State Street SPDR Dow Jones REIT ETF shares in Q3 2013, an estimated $359K.
  • Palisades Hudson Asset Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 1 quarter.
  • Palisades Hudson Asset Management's State Street SPDR Dow Jones REIT ETF position peaked at $359K in Q2 2013.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2013.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2013, filed 4 Nov 2013.