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Partners Capital Investment Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Partners Capital Investment Group’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,910
Closed -$397K – 136
2021
Q3 		$397K Buy
+13,910
New +$397K 0.02% 106

Other funds holding RLY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Partners Capital Investment Group's RLY Position: Q4 2021 in Review

Partners Capital Investment Group sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2021, closing a stake of 13,910 shares — an estimated $397K sold.

Partners Capital Investment Group first reported a position in RLY in Q3 2021 and held it in 1 quarter. The position peaked at $397K in Q3 2021. 55 funds tracked by Wall St. Rank hold RLY as of Q4 2021.

  • Partners Capital Investment Group reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2021 after selling out during the quarter.
  • Partners Capital Investment Group sold 13,910 State Street Multi-Asset Real Return ETF shares in Q4 2021, an estimated $397K.
  • Partners Capital Investment Group first reported a position in State Street Multi-Asset Real Return ETF in Q3 2021 and held it in 1 quarter.
  • Partners Capital Investment Group's State Street Multi-Asset Real Return ETF position peaked at $397K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2021.

Based on Partners Capital Investment Group's 13F filing for Q4 2021, filed 14 Feb 2022.