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Summit Trail Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Summit Trail 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
2019
Q1 		– Sell
-5,207
Closed -$230K – 125
2018
Q4 		$230K Hold
5,207
– – 0.08% 94
2018
Q3 		$248K Buy
+5,207
New +$252K 0.05% 168

Other funds holding RWO

Goldman Sachs
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Trail Advisors's RWO Position: Q1 2019 in Review

Summit Trail Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2019, closing a stake of 5,207 shares — an estimated $230K sold.

Summit Trail Advisors first reported a position in RWO in Q3 2018 and held it in 2 quarters. The position peaked at $248K in Q3 2018. 250 funds tracked by Wall St. Rank hold RWO as of Q1 2019.

  • Summit Trail Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 5,207 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2019, an estimated $230K.
  • Summit Trail Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 2 quarters.
  • Summit Trail Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $248K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2019.

Based on Summit Trail Advisors's 13F filing for Q1 2019, filed 16 May 2019.