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Royal Fund Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Royal Fund Management’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
Q4 		– Sell
-15
Closed -$1K – 686
2017
Q3 		$1K Sell
15
-119
-89% -$11.1K ﹤0.01% 436
2017
Q2 		$12K Sell
134
-4,124
-97% -$383K 0.01% 261
2017
Q1 		$392K Buy
4,258
+1,182
+38% +$110K 0.19% 57
2016
Q4 		$287K Buy
+3,076
New +$282K 0.16% 63

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Royal Fund Management's RWR Position: Q4 2017 in Review

Royal Fund Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2017, closing a stake of 15 shares — an estimated $1K sold.

Royal Fund Management first reported a position in RWR in Q4 2016 and held it in 4 quarters. The position peaked at $392K in Q1 2017. 216 funds tracked by Wall St. Rank hold RWR as of Q4 2017.

  • Royal Fund Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 15 State Street SPDR Dow Jones REIT ETF shares in Q4 2017, an estimated $1K.
  • Royal Fund Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2016 and held it in 4 quarters.
  • Royal Fund Management's State Street SPDR Dow Jones REIT ETF position peaked at $392K in Q1 2017.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.