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Royal Fund Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Royal Fund Management’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
2018
Q1 		– Sell
-168
Closed -$8K – 669
2017
Q4 		$8K Buy
+168
New +$8.11K ﹤0.01% 409
2017
Q1 		– Sell
-79
Closed -$3K – 462
2016
Q4 		$3K Buy
+79
New +$3.67K ﹤0.01% 337

Other funds holding RWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Rinet Company Boston, Massachusetts $530M AUM 28.25% 1-Year Est. Return

Royal Fund Management's RWO Position: Q1 2018 in Review

Royal Fund Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2018, closing a stake of 168 shares — an estimated $8K sold.

Royal Fund Management first reported a position in RWO in Q4 2016 and held it in 2 quarters. The position peaked at $8K in Q4 2017. 233 funds tracked by Wall St. Rank hold RWO as of Q1 2018.

  • Royal Fund Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Royal Fund Management sold 168 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2018, an estimated $8K.
  • Royal Fund Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 2 quarters.
  • Royal Fund Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.