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

Stanford Investment Group’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
2017 Q1	–	Sell	-500	Closed	-$23K	–	228
2016 Q4	$23K	Hold	500	–	–	0.01%	236
2016 Q3	$25K	Hold	500	–	–	0.01%	235
2016 Q2	$25K	Hold	500	–	–	0.01%	220
2016 Q1	$24K	Buy	+500	New	+$22.8K	0.01%	222

Other funds holding RWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stanford Investment Group's RWO Position: Q1 2017 in Review

Stanford Investment Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2017, closing a stake of 500 shares — an estimated $23K sold.

Stanford Investment Group first reported a position in RWO in Q1 2016 and held it in 4 quarters. The position peaked at $25K in Q3 2016. 186 funds tracked by Wall St. Rank hold RWO as of Q1 2017.

Stanford Investment Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 500 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2017, an estimated $23K.
Stanford Investment Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2016 and held it in 4 quarters.
Stanford Investment Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $25K in Q3 2016.
186 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.