Platte River Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Platte River Wealth Advisors’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 Q4	$761K	Buy	+7,424	New	+$768K	0.4%	79

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Platte River Wealth Advisors's RWR Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2019: 7,424 shares worth $761K. The stake represents 0.4% of the portfolio and ranks #79 among its holdings.

279 funds tracked by Wall St. Rank hold RWR as of Q4 2019.

Platte River Wealth Advisors held 7,424 shares of State Street SPDR Dow Jones REIT ETF worth $761K as of Q4 2019.
State Street SPDR Dow Jones REIT ETF was a new Platte River Wealth Advisors position in Q4 2019.
State Street SPDR Dow Jones REIT ETF made up 0.4% of Platte River Wealth Advisors's portfolio in Q4 2019, its #79 holding.
279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.