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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CSIA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sharkey, Howes & Javer's RWR Position: Q3 2017 in Review

Sharkey, Howes & Javer sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2017, closing a stake of 293 shares — an estimated $27K sold.

Sharkey, Howes & Javer first reported a position in RWR in Q1 2016 and held it in 6 quarters. The position peaked at $29K in Q3 2016. 199 funds tracked by Wall St. Rank hold RWR as of Q3 2017.

Sharkey, Howes & Javer reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2017 after selling out during the quarter.
Sharkey, Howes & Javer sold 293 State Street SPDR Dow Jones REIT ETF shares in Q3 2017, an estimated $27K.
Sharkey, Howes & Javer first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2016 and held it in 6 quarters.
Sharkey, Howes & Javer's State Street SPDR Dow Jones REIT ETF position peaked at $29K in Q3 2016.
199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2017, filed 11 Oct 2017.