Sensible Financial Planning & Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sensible Financial Planning & 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
2016 Q4	–	Sell	-102	Closed	-$10K	–	57
2016 Q3	$10K	Hold	102	–	–	0.01%	60
2016 Q2	$10K	Hold	102	–	–	0.01%	65
2016 Q1	$10K	Hold	102	–	–	0.01%	60
2015 Q4	$9K	Hold	102	–	–	0.01%	64
2015 Q3	$9K	Hold	102	–	–	0.01%	60
2015 Q2	$9K	Buy	+102	New	+$9.15K	0.01%	58
2015 Q1	–	Sell	-197	Closed	-$18K	–	53
2014 Q4	$18K	Hold	197	–	–	0.02%	51
2014 Q3	$16K	Buy	+197	New	+$16.5K	0.01%	48

Other funds holding RWR

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSIA

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

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

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

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

Sensible Financial Planning & Management's RWR Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2016, closing a stake of 102 shares — an estimated $10K sold.

Sensible Financial Planning & Management first reported a position in RWR in Q3 2014 and held it in 8 quarters. The position peaked at $18K in Q4 2014. 224 funds tracked by Wall St. Rank hold RWR as of Q4 2016.

Sensible Financial Planning & Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 102 State Street SPDR Dow Jones REIT ETF shares in Q4 2016, an estimated $10K.
Sensible Financial Planning & Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2014 and held it in 8 quarters.
Sensible Financial Planning & Management's State Street SPDR Dow Jones REIT ETF position peaked at $18K in Q4 2014.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.