Sheaff Brock Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sheaff Brock Investment Advisors’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
2019 Q3	–	Sell	-7,097	Closed	-$354K	–	492
2019 Q2	$354K	Sell	7,097 -56	-0.8%	-$2.8K	0.04%	309
2019 Q1	$358K	Hold	7,153	–	–	0.04%	317
2018 Q4	$317K	Hold	7,153	–	–	0.05%	312
2018 Q3	$340K	Buy	7,153 +97	+1%	+$4.7K	0.03%	334
2018 Q2	$339K	Hold	7,056	–	–	0.03%	335
2018 Q1	$326K	Hold	7,056	–	–	0.03%	339
2017 Q4	$345K	Hold	7,056	–	–	0.04%	325
2017 Q3	$337K	Buy	7,056 +121	+2%	+$5.81K	0.04%	335
2017 Q2	$331K	Buy	6,935 +23	+0.3%	+$1.1K	0.04%	361
2017 Q1	$325K	Hold	6,912	–	–	0.04%	376
2016 Q4	$324K	Buy	6,912 +5	+0.1%	+$232	0.04%	380
2016 Q3	$344K	Hold	6,907	–	–	0.05%	325
2016 Q2	$348K	Hold	6,907	–	–	0.04%	341
2016 Q1	$338K	Hold	6,907	–	–	0.04%	354
2015 Q4	$323K	Buy	+6,907	New	+$324K	0.04%	392

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sheaff Brock Investment Advisors's RWO Position: Q3 2019 in Review

Sheaff Brock Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2019, closing a stake of 7,097 shares — an estimated $354K sold.

Sheaff Brock Investment Advisors first reported a position in RWO in Q4 2015 and held it in 15 quarters. The position peaked at $358K in Q1 2019. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

Sheaff Brock Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,097 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $354K.
Sheaff Brock Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2015 and held it in 15 quarters.
Sheaff Brock Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $358K in Q1 2019.
236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.