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Portfolio Solutions’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Portfolio Solutions’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-869
Closed -$40K – 149
2018
Q1 		$40K Sell
869
-2,435
-74% -$113K 0.01% 78
2017
Q4 		$161K Sell
3,304
-2,626
-44% -$127K 0.02% 41
2017
Q3 		$283K Sell
5,930
-1,887
-24% -$90.6K 0.04% 30
2017
Q2 		$373K Hold
7,817
– – 0.05% 28
2017
Q1 		$368K Sell
7,817
-375
-5% -$17.7K 0.05% 24
2016
Q4 		$384K Sell
8,192
-769
-9% -$35.7K 0.05% 23
2016
Q3 		$446K Buy
8,961
+728
+9% +$37K 0.07% 19
2016
Q2 		$415K Sell
8,233
-255
-3% -$12.5K 0.06% 20
2016
Q1 		$416K Buy
+8,488
New +$387K 0.07% 20

Other funds holding RWO

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return