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

SignalPoint Asset 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
2014
Q1 		– Sell
-32,202
Closed -$1.34M – 163
2013
Q4 		$1.34M Sell
32,202
-94
-0.3% -$3.99K 0.6% 52
2013
Q3 		$1.37M Buy
32,296
+2,106
+7% +$88.9K 0.87% 41
2013
Q2 		$1.27M Buy
+30,190
New +$1.36M 1.03% 39

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignalPoint Asset Management's RWO Position: Q1 2014 in Review

SignalPoint Asset Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2014, closing a stake of 32,202 shares — an estimated $1.34M sold.

SignalPoint Asset Management first reported a position in RWO in Q2 2013 and held it in 3 quarters. The position peaked at $1.37M in Q3 2013. 114 funds tracked by Wall St. Rank hold RWO as of Q1 2014.

  • SignalPoint Asset Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • SignalPoint Asset Management sold 32,202 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2014, an estimated $1.34M.
  • SignalPoint Asset Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 3 quarters.
  • SignalPoint Asset Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.37M in Q3 2013.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2014.

Based on SignalPoint Asset Management's 13F filing for Q1 2014, filed 17 Apr 2014.