SHJ
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Sharkey, Howes & Javer’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-293
Closed -$27K – 223
2017
Q2 		$27K Hold
293
– – 0.02% 109
2017
Q1 		$27K Hold
293
– – 0.01% 121
2016
Q4 		$27K Hold
293
– – 0.02% 125
2016
Q3 		$29K Hold
293
– – 0.02% 119
2016
Q2 		$29K Hold
293
– – 0.02% 121
2016
Q1 		$28K Buy
+293
New +$26K 0.02% 126

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return