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

Roble Belko & 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
2020 Q4	–	Sell	-471	Closed	-$19K	–	333
2020 Q3	$19K	Hold	471	–	–	0.01%	189
2020 Q2	$18K	Hold	471	–	–	0.01%	204
2020 Q1	$17K	Sell	471 -347	-42%	-$16.5K	0.01%	202
2019 Q4	$42K	Hold	818	–	–	0.01%	159
2019 Q3	$42K	Sell	818 -558	-41%	-$28.3K	0.01%	150
2019 Q2	$69K	Hold	1,376	–	–	0.02%	133
2019 Q1	$69K	Buy	+1,376	New	+$66.4K	0.02%	108

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Roble Belko & Company's RWO Position: Q4 2020 in Review

Roble Belko & Company sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2020, closing a stake of 471 shares — an estimated $19K sold.

Roble Belko & Company first reported a position in RWO in Q1 2019 and held it in 7 quarters. The position peaked at $69K in Q2 2019. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2020.

Roble Belko & Company reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Roble Belko & Company sold 471 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2020, an estimated $19K.
Roble Belko & Company first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and held it in 7 quarters.
Roble Belko & Company's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $69K in Q2 2019.
216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2020.

Based on Roble Belko & Company's 13F filing for Q4 2020, filed 5 Feb 2021.