Schneider Downs Wealth Management Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-8,927
Closed -$207K 30
2016
Q1
$207K Sell
8,927
-57,414
-87% -$1.26M 0.14% 23
2015
Q4
$1.48M Buy
+66,341
New +$1.54M 1.71% 11

Other funds holding RLY

Schneider Downs Wealth Management Advisors's RLY Position: Q2 2016 in Review

Schneider Downs Wealth Management Advisors sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2016, closing a stake of 8,927 shares — an estimated $207K sold.

Schneider Downs Wealth Management Advisors first reported a position in RLY in Q4 2015 and held it in 2 quarters. The position peaked at $1.48M in Q4 2015. 22 funds tracked by Wall St. Rank hold RLY as of Q2 2016.

  • Schneider Downs Wealth Management Advisors reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2016 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 8,927 State Street Multi-Asset Real Return ETF shares in Q2 2016, an estimated $207K.
  • Schneider Downs Wealth Management Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2015 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's State Street Multi-Asset Real Return ETF position peaked at $1.48M in Q4 2015.
  • 22 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2016.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2016, filed 13 Jul 2016.