Ranch Capital Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-1,162	Closed	-$59K	–	488
2021 Q3	$59K	Buy	1,162 +1	+0.1%	+$53	0.04%	255
2021 Q2	$59K	Hold	1,161	–	–	0.04%	281
2021 Q1	$54K	Hold	1,161	–	–	0.04%	280
2020 Q4	$51K	Hold	1,161	–	–	0.04%	295
2020 Q3	$45K	Hold	1,161	–	–	0.04%	305
2020 Q2	$47K	Hold	1,161	–	–	0.04%	313
2020 Q1	$41K	Buy	1,161 +6	+0.5%	+$285	0.04%	307
2019 Q4	$60K	Buy	+1,155	New	+$60.1K	0.05%	295

Other funds holding RWO

Jones Financial Companies

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 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

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management

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