Squar Milner Financial Services’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Squar Milner Financial Services’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
2020 Q1	–	Sell	-6,215	Closed	-$320K	–	850
2019 Q4	$320K	Buy	+6,215	New	+$323K	0.16%	134
2019 Q3	–	Sell	-6,215	Closed	-$310K	–	610
2019 Q2	$310K	Hold	6,215	–	–	0.21%	113
2019 Q1	$310K	Hold	6,215	–	–	0.23%	104
2018 Q4	$275K	Hold	6,215	–	–	0.26%	98
2018 Q3	$296K	Hold	6,215	–	–	0.27%	100
2018 Q2	$299K	Hold	6,215	–	–	0.26%	99
2018 Q1	$288K	Hold	6,215	–	–	0.36%	101
2017 Q4	$299K	Buy	+6,215	New	+$300K	0.36%	98

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's RWO Position: Q1 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2020, closing a stake of 6,215 shares — an estimated $320K sold.

Squar Milner Financial Services first reported a position in RWO in Q4 2017 and held it in 8 quarters. The position peaked at $320K in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

Squar Milner Financial Services reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,215 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $320K.
Squar Milner Financial Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $320K in Q4 2019.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.