Sargent Bickham Lagudis’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sargent Bickham Lagudis’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
2016 Q3	–	Sell	-37	Closed	-$4K	–	770
2016 Q2	$4K	Buy	+37	New	+$3.5K	﹤0.01%	628

Other funds holding RWR

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Sargent Bickham Lagudis's RWR Position: Q3 2016 in Review

Sargent Bickham Lagudis sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2016, closing a stake of 37 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in RWR in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 220 funds tracked by Wall St. Rank hold RWR as of Q3 2016.

Sargent Bickham Lagudis reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2016 after selling out during the quarter.
Sargent Bickham Lagudis sold 37 State Street SPDR Dow Jones REIT ETF shares in Q3 2016, an estimated $4K.
Sargent Bickham Lagudis first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2016 and held it in 1 quarter.
Sargent Bickham Lagudis's State Street SPDR Dow Jones REIT ETF position peaked at $4K in Q2 2016.
220 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2016, filed 13 Sep 2021.