Rehmann Capital Advisory Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Rehmann Capital Advisory Group’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 Q3	–	Sell	-5,583	Closed	-$279K	–	2029
2019 Q2	$279K	Buy	5,583 +373	+7%	+$18.6K	0.03%	371
2019 Q1	$261K	Sell	5,210 -9,480	-65%	-$457K	0.04%	355
2018 Q4	$551K	Buy	14,690 +9,592	+188%	+$444K	0.08%	127
2018 Q3	$243K	Buy	5,098 +1,033	+25%	+$50K	0.03%	352
2018 Q2	$196K	Buy	4,065 +458	+13%	+$21.6K	0.03%	378
2018 Q1	$167K	Buy	+3,607	New	+$168K	0.03%	417

Other funds holding RWO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Rehmann Capital Advisory Group's RWO Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2019, closing a stake of 5,583 shares — an estimated $279K sold.

Rehmann Capital Advisory Group first reported a position in RWO in Q1 2018 and held it in 6 quarters. The position peaked at $551K in Q4 2018. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 5,583 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $279K.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $551K in Q4 2018.
236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.