Slow Capital’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Slow Capital’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,109	Closed	-$827K	–	187
2019 Q4	$827K	Buy	8,109 +53	+0.7%	+$5.49K	0.26%	120
2019 Q3	$842K	Buy	8,056 +227	+3%	+$23.1K	0.3%	108
2019 Q2	$773K	Buy	7,829 +23	+0.3%	+$2.29K	0.32%	99
2019 Q1	$772K	Sell	7,806 -179	-2%	-$17K	0.31%	103
2018 Q4	$687K	Sell	7,985 -106	-1%	-$9.69K	0.33%	97
2018 Q3	$754K	Sell	8,091 -149	-2%	-$14.1K	0.34%	97
2018 Q2	$774K	Buy	8,240 +2,289	+38%	+$204K	0.39%	87
2018 Q1	$513K	Buy	5,951 +4,278	+256%	+$371K	0.23%	117
2017 Q4	$157K	Buy	+1,673	New	+$156K	0.08%	135

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Envestnet Asset Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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