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Sowell Financial Services’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Sowell Financial Services’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25,491
Closed -$1.21M – 524
2018
Q3 		$1.21M Buy
+25,491
New +$670K 0.18% 106

Other funds holding RLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowell Financial Services's RLY Position: Q4 2018 in Review

Sowell Financial Services sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2018, closing a stake of 25,491 shares — an estimated $1.21M sold.

Sowell Financial Services first reported a position in RLY in Q3 2018 and held it in 1 quarter. The position peaked at $1.21M in Q3 2018. 35 funds tracked by Wall St. Rank hold RLY as of Q4 2018.

  • Sowell Financial Services reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2018 after selling out during the quarter.
  • Sowell Financial Services sold 25,491 State Street Multi-Asset Real Return ETF shares in Q4 2018, an estimated $1.21M.
  • Sowell Financial Services first reported a position in State Street Multi-Asset Real Return ETF in Q3 2018 and held it in 1 quarter.
  • Sowell Financial Services's State Street Multi-Asset Real Return ETF position peaked at $1.21M in Q3 2018.
  • 35 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2018.

Based on Sowell Financial Services's 13F filing for Q4 2018, filed 5 Mar 2019.