Pure Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Pure Financial 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
2020 Q1	–	Sell	-7,195	Closed	-$734K	–	143
2019 Q4	$734K	Sell	7,195 -230	-3%	-$23.8K	0.13%	78
2019 Q3	$776K	Sell	7,425 -906	-11%	-$92.3K	0.14%	76
2019 Q2	$823K	Sell	8,331 -123	-1%	-$12.2K	0.15%	72
2019 Q1	$836K	Sell	8,454 -1,720	-17%	-$163K	0.16%	70
2018 Q4	$875K	Sell	10,174 -4,196	-29%	-$384K	0.18%	66
2018 Q3	$1.34M	Buy	+14,370	New	+$1.36M	0.29%	50
2017 Q4	–	Sell	-9,026	Closed	-$835K	–	74
2017 Q3	$835K	Sell	9,026 -312	-3%	-$29K	0.21%	47
2017 Q2	$868K	Buy	9,338 +585	+7%	+$54.4K	0.23%	46
2017 Q1	$808K	Buy	8,753 +925	+12%	+$86.1K	0.23%	45
2016 Q4	$731K	Buy	7,828 +380	+5%	+$34.8K	0.22%	47
2016 Q3	$725K	Buy	7,448 +1,161	+18%	+$116K	0.23%	45
2016 Q2	$625K	Sell	6,287 -369	-6%	-$34.9K	0.21%	44
2016 Q1	$633K	Buy	6,656 +917	+16%	+$81.4K	0.23%	45
2015 Q4	$526K	Buy	5,739 +1	+0%	+$90	0.23%	39
2015 Q3	$494K	Buy	5,738 +2,510	+78%	+$218K	0.23%	38
2015 Q2	$272K	Buy	3,228 +673	+26%	+$60.4K	0.13%	57
2015 Q1	$242K	Sell	2,555 -119	-4%	-$11.3K	0.08%	52
2014 Q4	$243K	Sell	2,674 -394	-13%	-$34.5K	0.08%	55
2014 Q3	$245K	Sell	3,068 -66	-2%	-$5.52K	0.09%	48
2014 Q2	$260K	Hold	3,134	–	–	0.1%	49
2014 Q1	$243K	Buy	+3,134	New	+$237K	0.1%	48
2013 Q4	–	Sell	-3,279	Closed	-$239K	–	54
2013 Q3	$239K	Buy	+3,279	New	+$246K	0.12%	47

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pure Financial Advisors's RWR Position: Q1 2020 in Review

Pure Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 7,195 shares — an estimated $734K sold.

Pure Financial Advisors first reported a position in RWR in Q3 2013 and held it in 22 quarters. The position peaked at $1.34M in Q3 2018. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

Pure Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
Pure Financial Advisors sold 7,195 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $734K.
Pure Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2013 and held it in 22 quarters.
Pure Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $1.34M in Q3 2018.
219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Pure Financial Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.