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Sonora Investment Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sonora Investment Management’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
2021
Q3 		$4K Buy
+88
New +$4.69K ﹤0.01% 913
2018
Q2 		– Sell
-250
Closed -$11.6K – 1205
2018
Q1 		$11.6K Buy
+250
New +$11.6K ﹤0.01% 728

Other funds holding RWO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Sonora Investment Management's RWO Position: Q3 2021 in Review

Sonora Investment Management opened a new position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2021: 88 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in RWO as recently as Q1 2018.

Sonora Investment Management first reported a position in RWO in Q1 2018 and has held it in 2 quarters since. The position peaked at $11.6K in Q1 2018. 235 funds tracked by Wall St. Rank hold RWO as of Q3 2021.

  • Sonora Investment Management held 88 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $4K as of Q3 2021.
  • State Street SPDR Dow Jones Global Real Estate ETF was a new Sonora Investment Management position in Q3 2021.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #913 holding.
  • Sonora Investment Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2018 and has held it in 2 quarters since.
  • Sonora Investment Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $11.6K in Q1 2018.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.