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Simon Quick Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Simon Quick 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
2017
Q4 		– Sell
-1,760
Closed -$84K – 562
2017
Q3 		$84K Hold
1,760
– – 0.03% 212
2017
Q2 		$84K Sell
1,760
-54
-3% -$2.59K 0.05% 102
2017
Q1 		$85K Buy
+1,814
New +$85.6K 0.05% 126

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Simon Quick Advisors's RWO Position: Q4 2017 in Review

Simon Quick Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2017, closing a stake of 1,760 shares — an estimated $84K sold.

Simon Quick Advisors first reported a position in RWO in Q1 2017 and held it in 3 quarters. The position peaked at $85K in Q1 2017. 237 funds tracked by Wall St. Rank hold RWO as of Q4 2017.

  • Simon Quick Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 1,760 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2017, an estimated $84K.
  • Simon Quick Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $85K in Q1 2017.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.