RWB
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RMR Wealth Builders’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

RMR Wealth Builders’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
2020
Q4 		– Sell
-96,549
Closed -$3.81M – 548
2020
Q3 		$3.81M Buy
+96,549
New +$3.86M 0.99% 17

Other funds holding RWO

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

RMR Wealth Builders's RWO Position: Q4 2020 in Review

RMR Wealth Builders sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2020, closing a stake of 96,549 shares — an estimated $3.81M sold.

RMR Wealth Builders first reported a position in RWO in Q3 2020 and held it in 1 quarter. The position peaked at $3.81M in Q3 2020. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2020.

  • RMR Wealth Builders reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 96,549 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2020, an estimated $3.81M.
  • RMR Wealth Builders first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3.81M in Q3 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.