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SFG
SNS Financial Group’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
SNS Financial Group’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-20,379
Closed
-$1.59M
–
226
2020
Q3
$1.59M
Sell
20,379
-1,832
-8%
-$146K
0.25%
59
2020
Q2
$1.73M
Sell
22,211
-599
-3%
-$45.9K
0.31%
51
2020
Q1
$1.65M
Sell
22,810
-1,675
-7%
-$159K
0.32%
58
2019
Q4
$2.5M
Sell
24,485
-1,406
-5%
-$146K
0.44%
43
2019
Q3
$2.71M
Sell
25,891
-812
-3%
-$82.8K
0.52%
38
2019
Q2
$2.64M
Buy
26,703
+15,499
+138%
+$1.54M
0.5%
39
2019
Q1
$1.11M
Sell
11,204
-262
-2%
-$24.8K
0.24%
66
2018
Q4
$986K
Buy
11,466
+3,022
+36%
+$276K
0.24%
73
2018
Q3
$787K
Sell
8,444
-202
-2%
-$19.2K
0.19%
83
2018
Q2
$812K
Sell
8,646
-91
-1%
-$8.1K
0.21%
73
2018
Q1
$753K
Sell
8,737
-883
-9%
-$76.6K
0.2%
75
2017
Q4
$901K
Sell
9,620
-1,374
-12%
-$129K
0.22%
76
2017
Q3
$1.02M
Sell
10,994
-954
-8%
-$88.6K
0.26%
73
2017
Q2
$1.11M
Sell
11,948
-1,197
-9%
-$111K
0.3%
72
2017
Q1
$1.21M
Sell
13,145
-6,852
-34%
-$638K
0.31%
73
2016
Q4
$1.87M
Buy
19,997
+529
+3%
+$48.4K
0.55%
46
2016
Q3
$1.9M
Buy
19,468
+2,214
+13%
+$222K
0.55%
39
2016
Q2
$1.72M
Buy
17,254
+139
+0.8%
+$13.2K
0.43%
39
2016
Q1
$1.63M
Buy
17,115
+530
+3%
+$47.1K
0.41%
39
2015
Q4
$1.52M
Buy
+16,585
New
+$1.5M
0.37%
40
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$757B AUM
28.64%
1-Year Est. Return
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$654B AUM
26.35%
1-Year Est. Return
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$530B AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
PNC Financial Services Group
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$173B AUM
20.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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