Stanford Investment Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Stanford Investment Group’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
2016 Q4	–	Sell	-284	Closed	-$28K	–	408
2016 Q3	$28K	Buy	284 +2	+0.7%	+$201	0.01%	219
2016 Q2	$28K	Buy	+282	New	+$26.7K	0.01%	204
2016 Q1	–	Sell	-12	Closed	-$1K	–	368
2015 Q4	$1K	Buy	+12	New	+$1.08K	﹤0.01%	326

Other funds holding RWR

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stanford Investment Group's RWR Position: Q4 2016 in Review

Stanford Investment Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2016, closing a stake of 284 shares — an estimated $28K sold.

Stanford Investment Group first reported a position in RWR in Q4 2015 and held it in 3 quarters. The position peaked at $28K in Q3 2016. 225 funds tracked by Wall St. Rank hold RWR as of Q4 2016.

Stanford Investment Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2016 after selling out during the quarter.
Stanford Investment Group sold 284 State Street SPDR Dow Jones REIT ETF shares in Q4 2016, an estimated $28K.
Stanford Investment Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2015 and held it in 3 quarters.
Stanford Investment Group's State Street SPDR Dow Jones REIT ETF position peaked at $28K in Q3 2016.
225 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.