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 $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Slow Capital's RWR Position: Q1 2020 in Review

Slow Capital sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 8,109 shares — an estimated $827K sold.

Slow Capital first reported a position in RWR in Q4 2017 and held it in 9 quarters. The position peaked at $842K in Q3 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

Slow Capital reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
Slow Capital sold 8,109 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $827K.
Slow Capital first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 9 quarters.
Slow Capital's State Street SPDR Dow Jones REIT ETF position peaked at $842K in Q3 2019.
219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Slow Capital's 13F filing for Q1 2020, filed 12 May 2020.