Stevens First Principles Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Stevens First Principles Investment Advisors’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
2016 Q4	–	Sell	-85,829	Closed	-$4.28M	–	177
2016 Q3	$4.28M	Sell	85,829 -1,529	-2%	-$77.8K	3.08%	8
2016 Q2	$4.4M	Buy	+87,358	New	+$4.28M	3.28%	6

Other funds holding RWO

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

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stevens First Principles Investment Advisors's RWO Position: Q4 2016 in Review

Stevens First Principles Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2016, closing a stake of 85,829 shares — an estimated $4.28M sold.

Stevens First Principles Investment Advisors first reported a position in RWO in Q2 2016 and held it in 2 quarters. The position peaked at $4.4M in Q2 2016. 191 funds tracked by Wall St. Rank hold RWO as of Q4 2016.

Stevens First Principles Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 85,829 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2016, an estimated $4.28M.
Stevens First Principles Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2016 and held it in 2 quarters.
Stevens First Principles Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.4M in Q2 2016.
191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.