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Sensible Financial Planning & Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sensible Financial Planning & 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
2016
Q3 		– Sell
-166
Closed -$8K – 84
2016
Q2 		$8K Buy
+166
New +$8.13K 0.01% 72

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Sensible Financial Planning & Management's RWO Position: Q3 2016 in Review

Sensible Financial Planning & Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2016, closing a stake of 166 shares — an estimated $8K sold.

Sensible Financial Planning & Management first reported a position in RWO in Q2 2016 and held it in 1 quarter. The position peaked at $8K in Q2 2016. 179 funds tracked by Wall St. Rank hold RWO as of Q3 2016.

  • Sensible Financial Planning & Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 166 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2016, an estimated $8K.
  • Sensible Financial Planning & Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2016 and held it in 1 quarter.
  • Sensible Financial Planning & Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8K in Q2 2016.
  • 179 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2016, filed 14 Nov 2016.