Rikoon Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Rikoon 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
2018 Q3	–	Sell	-2,202	Closed	-$207K	–	213
2018 Q2	$207K	Buy	+2,202	New	+$196K	0.08%	196
2018 Q1	–	Sell	-2,202	Closed	-$206K	–	196
2017 Q4	$206K	Buy	+2,202	New	+$206K	0.09%	165
2017 Q3	–	Sell	-2,202	Closed	-$204K	–	167
2017 Q2	$204K	Hold	2,202	–	–	0.09%	163
2017 Q1	$203K	Hold	2,202	–	–	0.09%	166
2016 Q4	$206K	Hold	2,202	–	–	0.09%	163
2016 Q3	$214K	Buy	+2,202	New	+$221K	0.17%	125

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

CSIA

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rikoon Group's RWR Position: Q3 2018 in Review

Rikoon Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2018, closing a stake of 2,202 shares — an estimated $207K sold.

Rikoon Group first reported a position in RWR in Q3 2016 and held it in 6 quarters. The position peaked at $214K in Q3 2016. 215 funds tracked by Wall St. Rank hold RWR as of Q3 2018.

Rikoon Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2018 after selling out during the quarter.
Rikoon Group sold 2,202 State Street SPDR Dow Jones REIT ETF shares in Q3 2018, an estimated $207K.
Rikoon Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2016 and held it in 6 quarters.
Rikoon Group's State Street SPDR Dow Jones REIT ETF position peaked at $214K in Q3 2016.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2018.

Based on Rikoon Group's 13F filing for Q3 2018, filed 14 Nov 2018.