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Stancorp Investment Advisers’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Stancorp Investment Advisers’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-300
Closed -$27K – 718
2014
Q4 		$27K Buy
+300
New +$26.3K 0.01% 314

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stancorp Investment Advisers's RWR Position: Q1 2015 in Review

Stancorp Investment Advisers sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2015, closing a stake of 300 shares — an estimated $27K sold.

Stancorp Investment Advisers first reported a position in RWR in Q4 2014 and held it in 1 quarter. The position peaked at $27K in Q4 2014. 188 funds tracked by Wall St. Rank hold RWR as of Q1 2015.

  • Stancorp Investment Advisers reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2015 after selling out during the quarter.
  • Stancorp Investment Advisers sold 300 State Street SPDR Dow Jones REIT ETF shares in Q1 2015, an estimated $27K.
  • Stancorp Investment Advisers first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2014 and held it in 1 quarter.
  • Stancorp Investment Advisers's State Street SPDR Dow Jones REIT ETF position peaked at $27K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.