Rehmann Capital Advisory Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-78	Closed	-$7.75K	–	2030
2019 Q2	$7.75K	Buy	78 +1	+1%	+$99	﹤0.01%	1422
2019 Q1	$7.69K	Buy	+77	New	+$7.3K	﹤0.01%	1410
2018 Q4	–	Sell	-76	Closed	-$7.11K	–	2063
2018 Q3	$7.11K	Buy	76 +1	+1%	+$95	﹤0.01%	1468
2018 Q2	$7.08K	Hold	75	–	–	﹤0.01%	1456
2018 Q1	$6K	Buy	+75	New	+$6.5K	﹤0.01%	1473

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Rehmann Capital Advisory Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2019, closing a stake of 78 shares — an estimated $7.75K sold.

Rehmann Capital Advisory Group first reported a position in RWR in Q1 2018 and held it in 5 quarters. The position peaked at $7.75K in Q2 2019. 254 funds tracked by Wall St. Rank hold RWR as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 78 State Street SPDR Dow Jones REIT ETF shares in Q3 2019, an estimated $7.75K.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's State Street SPDR Dow Jones REIT ETF position peaked at $7.75K in Q2 2019.
254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2019.

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