Sequoia Financial Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sequoia Financial Advisors’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	-2,518	Closed	-$233K	–	321
2017 Q3	$233K	Buy	+2,518	New	+$234K	0.03%	246
2016 Q3	–	Sell	-3,170	Closed	-$315K	–	273
2016 Q2	$315K	Buy	+3,170	New	+$300K	0.09%	164

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Sequoia Financial Advisors's RWR Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2017, closing a stake of 2,518 shares — an estimated $233K sold.

Sequoia Financial Advisors first reported a position in RWR in Q2 2016 and held it in 2 quarters. The position peaked at $315K in Q2 2016. 216 funds tracked by Wall St. Rank hold RWR as of Q4 2017.

Sequoia Financial Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2017 after selling out during the quarter.
Sequoia Financial Advisors sold 2,518 State Street SPDR Dow Jones REIT ETF shares in Q4 2017, an estimated $233K.
Sequoia Financial Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2016 and held it in 2 quarters.
Sequoia Financial Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $315K in Q2 2016.
216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.