Ropes Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Ropes Wealth Advisors’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
2017 Q4	–	Sell	-146	Closed	-$7K	–	811
2017 Q3	$7K	Hold	146	–	–	﹤0.01%	549
2017 Q2	$7K	Sell	146 -45	-24%	-$2.16K	﹤0.01%	470
2017 Q1	$9K	Sell	191 -5	-3%	-$236	﹤0.01%	454
2016 Q4	$9K	Buy	196 +35	+22%	+$1.63K	﹤0.01%	451
2016 Q3	$8K	Hold	161	–	–	﹤0.01%	421
2016 Q2	$8K	Buy	161 +146	+973%	+$7.15K	﹤0.01%	378
2016 Q1	$1K	Buy	+15	New	+$684	﹤0.01%	432

Other funds holding RWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ropes Wealth Advisors's RWO Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2017, closing a stake of 146 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in RWO in Q1 2016 and held it in 7 quarters. The position peaked at $9K in Q1 2017. 237 funds tracked by Wall St. Rank hold RWO as of Q4 2017.

Ropes Wealth Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 146 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2017, an estimated $7K.
Ropes Wealth Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and held it in 7 quarters.
Ropes Wealth Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $9K in Q1 2017.
237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.