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Rinet Company’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Rinet Company’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
2018
Q4 		– Sell
-297,384
Closed -$14.1M – 25
2018
Q3 		$14.1M Sell
297,384
-12,127
-4% -$587K 5.21% 4
2018
Q2 		$14.9M Buy
309,511
+6,802
+2% +$321K 5.67% 4
2018
Q1 		$14M Buy
302,709
+14,505
+5% +$676K 5.52% 4
2017
Q4 		$14.1M Sell
288,204
-689
-0.2% -$33.3K 5.6% 4
2017
Q3 		$13.8M Buy
288,893
+16,182
+6% +$777K 5.54% 4
2017
Q2 		$13M Sell
272,711
-1,803
-0.7% -$86.4K 5.57% 4
2017
Q1 		$12.9M Buy
274,514
+6,718
+3% +$317K 5.88% 4
2016
Q4 		$12.5M Buy
267,796
+15,101
+6% +$701K 9.26% 2
2016
Q3 		$12.6M Buy
252,695
+1,045
+0.4% +$53.2K 9.82% 2
2016
Q2 		$12.7M Buy
251,650
+5,312
+2% +$260K 10.07% 2
2016
Q1 		$12.1M Buy
246,338
+53,925
+28% +$2.46M 9.38% 2
2015
Q4 		$9.01M Buy
192,413
+63,898
+50% +$3M 6.18% 4
2015
Q3 		$5.8M Buy
128,515
+104,582
+437% +$4.83M 4.92% 3
2015
Q2 		$1.1M Buy
+23,933
New +$1.16M 0.93% 10

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rinet Company's RWO Position: Q4 2018 in Review

Rinet Company sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 297,384 shares — an estimated $14.1M sold.

Rinet Company first reported a position in RWO in Q2 2015 and held it in 14 quarters. The position peaked at $14.9M in Q2 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

  • Rinet Company reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Rinet Company sold 297,384 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $14.1M.
  • Rinet Company first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2015 and held it in 14 quarters.
  • Rinet Company's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $14.9M in Q2 2018.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Rinet Company's 13F filing for Q4 2018, filed 8 Feb 2019.