Shakespeare Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Shakespeare Wealth 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
2020 Q3	–	Sell	-6,037	Closed	-$236K	–	69
2020 Q2	$236K	Sell	6,037 -20,698	-77%	-$791K	0.14%	58
2020 Q1	$962K	Buy	26,735 +266	+1%	+$12.6K	0.67%	28
2019 Q4	$1.36M	Buy	26,469 +4,290	+19%	+$223K	0.74%	29
2019 Q3	$1.15M	Buy	22,179 +15	+0.1%	+$762	0.67%	31
2019 Q2	$1.11M	Buy	+22,164	New	+$1.11M	0.71%	31
2019 Q1	–	Sell	-22,177	Closed	-$982K	–	45
2018 Q4	$982K	Buy	+22,177	New	+$1.03M	0.76%	30

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shakespeare Wealth Management's RWO Position: Q3 2020 in Review

Shakespeare Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2020, closing a stake of 6,037 shares — an estimated $236K sold.

Shakespeare Wealth Management first reported a position in RWO in Q4 2018 and held it in 6 quarters. The position peaked at $1.36M in Q4 2019. 204 funds tracked by Wall St. Rank hold RWO as of Q3 2020.

Shakespeare Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Shakespeare Wealth Management sold 6,037 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2020, an estimated $236K.
Shakespeare Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 6 quarters.
Shakespeare Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.36M in Q4 2019.
204 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2020.

Based on Shakespeare Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.