Peloton Wealth Strategists’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Peloton Wealth Strategists’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
2019 Q1	–	Sell	-7,732	Closed	-$665K	–	68
2018 Q4	$665K	Buy	7,732 +385	+5%	+$35.2K	0.54%	50
2018 Q3	$685K	Buy	7,347 +69	+0.9%	+$6.55K	0.47%	56
2018 Q2	$684K	Buy	7,278 +438	+6%	+$39K	0.5%	56
2018 Q1	$589K	Buy	+6,840	New	+$593K	0.44%	58

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peloton Wealth Strategists's RWR Position: Q1 2019 in Review

Peloton Wealth Strategists sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2019, closing a stake of 7,732 shares — an estimated $665K sold.

Peloton Wealth Strategists first reported a position in RWR in Q1 2018 and held it in 4 quarters. The position peaked at $685K in Q3 2018. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

Peloton Wealth Strategists reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2019 after selling out during the quarter.
Peloton Wealth Strategists sold 7,732 State Street SPDR Dow Jones REIT ETF shares in Q1 2019, an estimated $665K.
Peloton Wealth Strategists first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2018 and held it in 4 quarters.
Peloton Wealth Strategists's State Street SPDR Dow Jones REIT ETF position peaked at $685K in Q3 2018.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

Based on Peloton Wealth Strategists's 13F filing for Q1 2019, filed 15 May 2019.