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

Signature Wealth Management Group’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
2018 Q4	–	Sell	-227	Closed	-$10K	–	250
2018 Q3	$10K	Buy	227 +3	+1%	+$145	0.01%	187
2018 Q2	$11K	Buy	224 +2	+0.9%	+$94	0.01%	175
2018 Q1	$10K	Buy	222 +109	+96%	+$5.08K	0.01%	180
2017 Q4	$6K	Buy	+113	New	+$5.45K	﹤0.01%	241

Other funds holding RWO

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

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

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

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

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

SFA

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

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

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

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

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

Signature Wealth Management Group's RWO Position: Q4 2018 in Review

Signature Wealth Management Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 227 shares — an estimated $10K sold.

Signature Wealth Management Group first reported a position in RWO in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q2 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

Signature Wealth Management Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 227 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $10K.
Signature Wealth Management Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $11K in Q2 2018.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.