SSW
RWO icon

Smith Shellnut Wilson’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Smith Shellnut Wilson’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
2019
Q3 		– Sell
-429
Closed -$21K – 130
2019
Q2 		$21K Hold
429
– – 0.02% 125
2019
Q1 		$21K Buy
+429
New +$20.7K 0.02% 131

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith Shellnut Wilson's RWO Position: Q3 2019 in Review

Smith Shellnut Wilson sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2019, closing a stake of 429 shares — an estimated $21K sold.

Smith Shellnut Wilson first reported a position in RWO in Q1 2019 and held it in 2 quarters. The position peaked at $21K in Q2 2019. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

  • Smith Shellnut Wilson reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Smith Shellnut Wilson sold 429 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $21K.
  • Smith Shellnut Wilson first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2019 and held it in 2 quarters.
  • Smith Shellnut Wilson's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $21K in Q2 2019.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2019.

Based on Smith Shellnut Wilson's 13F filing for Q3 2019, filed 6 Nov 2019.