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

SigFig 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
2019
Q3 		– Sell
-4,385
Closed -$219K – 48
2019
Q2 		$219K Sell
4,385
-213
-5% -$10.6K 0.03% 48
2019
Q1 		$230K Buy
4,598
+57
+1% +$2.75K 0.04% 47
2018
Q4 		$201K Buy
+4,541
New +$210K 0.04% 47

Other funds holding RWO

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SigFig Wealth Management's RWO Position: Q3 2019 in Review

SigFig Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2019, closing a stake of 4,385 shares — an estimated $219K sold.

SigFig Wealth Management first reported a position in RWO in Q4 2018 and held it in 3 quarters. The position peaked at $230K in Q1 2019. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

  • SigFig Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • SigFig Wealth Management sold 4,385 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $219K.
  • SigFig Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and held it in 3 quarters.
  • SigFig Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $230K 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 SigFig Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.