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

RiverFront Investment 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
2021
Q3 		– Sell
-11,192
Closed -$1.17M – 132
2021
Q2 		$1.17M Sell
11,192
-914
-8% -$93.6K 0.02% 62
2021
Q1 		$1.15M Sell
12,106
-126
-1% -$11.4K 0.02% 63
2020
Q4 		$1.06M Buy
+12,232
New +$1.02M 0.02% 66

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RiverFront Investment Group's RWR Position: Q3 2021 in Review

RiverFront Investment Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2021, closing a stake of 11,192 shares — an estimated $1.17M sold.

RiverFront Investment Group first reported a position in RWR in Q4 2020 and held it in 3 quarters. The position peaked at $1.17M in Q2 2021. 257 funds tracked by Wall St. Rank hold RWR as of Q3 2021.

  • RiverFront Investment Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2021 after selling out during the quarter.
  • RiverFront Investment Group sold 11,192 State Street SPDR Dow Jones REIT ETF shares in Q3 2021, an estimated $1.17M.
  • RiverFront Investment Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 3 quarters.
  • RiverFront Investment Group's State Street SPDR Dow Jones REIT ETF position peaked at $1.17M in Q2 2021.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2021.

Based on RiverFront Investment Group's 13F filing for Q3 2021, filed 2 Nov 2021.