Robertson Stephens Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Robertson Stephens Advisors’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
2017 Q2	–	Sell	-1,334	Closed	-$231K	–	82
2017 Q1	$231K	Sell	1,334 -1,157	-46%	-$108K	0.21%	77
2016 Q4	$233K	Buy	+2,491	New	+$228K	0.13%	125

Other funds holding RWR

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robertson Stephens Advisors's RWR Position: Q2 2017 in Review

Robertson Stephens Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2017, closing a stake of 1,334 shares — an estimated $231K sold.

Robertson Stephens Advisors first reported a position in RWR in Q4 2016 and held it in 2 quarters. The position peaked at $233K in Q4 2016. 214 funds tracked by Wall St. Rank hold RWR as of Q2 2017.

Robertson Stephens Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2017 after selling out during the quarter.
Robertson Stephens Advisors sold 1,334 State Street SPDR Dow Jones REIT ETF shares in Q2 2017, an estimated $231K.
Robertson Stephens Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and held it in 2 quarters.
Robertson Stephens Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $233K in Q4 2016.
214 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2017.

Based on Robertson Stephens Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.