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Strategic Capital Alternatives’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$0 Sell
2
-1,178
-100% -$54.4K ﹤0.01% 442
2015
Q2 		$56K Hold
1,180
– – 0.01% 286
2015
Q1 		$59K Buy
+1,180
New +$58.9K 0.01% 228
2014
Q4 		– Sell
-19,917
Closed -$883K – 279
2014
Q3 		$883K Buy
+19,917
New +$929K 0.31% 83

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
HSBC Holdings
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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

Strategic Capital Alternatives's RWO Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 100% in Q3 2015, selling an estimated $54.4K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Strategic Capital Alternatives first reported a position in RWO in Q3 2014 and has held it in 4 quarters since. The position peaked at $883K in Q3 2014. 156 funds tracked by Wall St. Rank hold RWO as of Q3 2015.

  • Strategic Capital Alternatives held 2 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $0 as of Q3 2015.
  • Strategic Capital Alternatives sold 1,178 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2015, an estimated $54.4K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #442 holding.
  • Strategic Capital Alternatives first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2014 and has held it in 4 quarters since.
  • Strategic Capital Alternatives's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $883K in Q3 2014.
  • 156 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.