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Parasol Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Parasol Investment 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
2017
Q1 		– Sell
-100
Closed -$9K – 131
2016
Q4 		$9K Sell
100
-180
-64% -$16.5K 0.01% 142
2016
Q3 		$27K Hold
280
– – 0.03% 121
2016
Q2 		$28K Hold
280
– – 0.03% 120
2016
Q1 		$27K Buy
+280
New +$24.9K 0.03% 116

Other funds holding RWR

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Parasol Investment Management's RWR Position: Q1 2017 in Review

Parasol Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2017, closing a stake of 100 shares — an estimated $9K sold.

Parasol Investment Management first reported a position in RWR in Q1 2016 and held it in 4 quarters. The position peaked at $28K in Q2 2016. 220 funds tracked by Wall St. Rank hold RWR as of Q1 2017.

  • Parasol Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 100 State Street SPDR Dow Jones REIT ETF shares in Q1 2017, an estimated $9K.
  • Parasol Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2016 and held it in 4 quarters.
  • Parasol Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $28K in Q2 2016.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.