Private Vista’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Private Vista’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
2019 Q1	–	Sell	-6,897	Closed	-$305K	–	160
2018 Q4	$305K	Sell	6,897 -9,910	-59%	-$459K	0.07%	119
2018 Q3	$799K	Sell	16,807 -3,385	-17%	-$164K	0.16%	65
2018 Q2	$971K	Sell	20,192 -426	-2%	-$20.1K	0.22%	57
2018 Q1	$954K	Buy	+20,618	New	+$961K	0.28%	44
2017 Q4	–	Sell	-21,837	Closed	-$1.04M	–	104
2017 Q3	$1.04M	Buy	+21,837	New	+$1.05M	0.23%	45

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Vista's RWO Position: Q1 2019 in Review

Private Vista sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2019, closing a stake of 6,897 shares — an estimated $305K sold.

Private Vista first reported a position in RWO in Q3 2017 and held it in 5 quarters. The position peaked at $1.04M in Q3 2017. 250 funds tracked by Wall St. Rank hold RWO as of Q1 2019.

Private Vista reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Private Vista sold 6,897 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2019, an estimated $305K.
Private Vista first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2017 and held it in 5 quarters.
Private Vista's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.04M in Q3 2017.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2019.

Based on Private Vista's 13F filing for Q1 2019, filed 8 May 2019.