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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Portfolio Solutions's RWO Position: Q2 2018 in Review

Portfolio Solutions sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2018, closing a stake of 869 shares — an estimated $40K sold.

Portfolio Solutions first reported a position in RWO in Q1 2016 and held it in 9 quarters. The position peaked at $446K in Q3 2016. 233 funds tracked by Wall St. Rank hold RWO as of Q2 2018.

Portfolio Solutions reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 869 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2018, an estimated $40K.
Portfolio Solutions first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and held it in 9 quarters.
Portfolio Solutions's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $446K in Q3 2016.
233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.