SHJ
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Sharkey, Howes & Javer’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-105,254
Closed -$3.79M – 71
2020
Q1 		$3.79M Sell
105,254
-9,745
-8% -$463K 1.98% 15
2019
Q4 		$5.92M Sell
114,999
-3,319
-3% -$173K 2.51% 13
2019
Q3 		$6.14M Buy
118,318
+1,647
+1% +$83.6K 2.65% 13
2019
Q2 		$5.82M Sell
116,671
-3,387
-3% -$169K 2.64% 11
2019
Q1 		$6.01M Buy
120,058
+27,779
+30% +$1.34M 2.8% 13
2018
Q4 		$4.08M Buy
92,279
+3,785
+4% +$175K 2.66% 7
2018
Q3 		$4.21M Buy
88,494
+43,822
+98% +$2.12M 2.2% 8
2018
Q2 		$2.15M Sell
44,672
-48,055
-52% -$2.27M 1.19% 11
2018
Q1 		$4.29M Buy
92,727
+2,187
+2% +$102K 2.42% 9
2017
Q4 		$4.43M Buy
90,540
+35,875
+66% +$1.73M 2.58% 8
2017
Q3 		$2.62M Buy
+54,665
New +$2.62M 1.38% 8
2017
Q2 		– Sell
-30
Closed -$1K – 223
2017
Q1 		$1K Hold
30
– – ﹤0.01% 219
2016
Q4 		$1K Sell
30
-1,572
-98% -$73K ﹤0.01% 211
2016
Q3 		$80K Sell
1,602
-502
-24% -$25.5K 0.05% 73
2016
Q2 		$106K Sell
2,104
-1,597
-43% -$78.3K 0.07% 61
2016
Q1 		$181K Sell
3,701
-70,539
-95% -$3.21M 0.13% 39
2015
Q4 		$3.47M Sell
74,240
-45,245
-38% -$2.13M 2.42% 8
2015
Q3 		$5.29M Buy
+119,485
New +$5.51M 4.08% 7
2015
Q2 		– Sell
-150,163
Closed -$7.46M – 245
2015
Q1 		$7.46M Buy
+150,163
New +$7.5M 4.79% 6

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Sharkey, Howes & Javer's RWO Position: Q2 2020 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2020, closing a stake of 105,254 shares — an estimated $3.79M sold.

Sharkey, Howes & Javer first reported a position in RWO in Q1 2015 and held it in 19 quarters. The position peaked at $7.46M in Q1 2015. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2020.

  • Sharkey, Howes & Javer reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 105,254 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2020, an estimated $3.79M.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 19 quarters.
  • Sharkey, Howes & Javer's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $7.46M in Q1 2015.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2020, filed 22 Jul 2020.