Sutton Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sutton Wealth Advisors’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
2019 Q3	–	Sell	-699	Closed	-$69.1K	–	1211
2019 Q2	$69.1K	Hold	699	–	–	0.04%	242
2019 Q1	$69.1K	Hold	699	–	–	0.04%	246
2018 Q4	$60.1K	Hold	699	–	–	0.04%	249
2018 Q3	$65.2K	Hold	699	–	–	0.04%	244
2018 Q2	$65.7K	Hold	699	–	–	0.05%	239
2018 Q1	$60.2K	Hold	699	–	–	0.04%	242
2017 Q4	$65.5K	Hold	699	–	–	0.05%	229
2017 Q3	$64.7K	Hold	699	–	–	0.05%	232
2017 Q2	$65K	Hold	699	–	–	0.05%	228
2017 Q1	$64.5K	Hold	699	–	–	0.05%	222
2016 Q4	$65.3K	Hold	699	–	–	0.06%	223
2016 Q3	$68.1K	Hold	699	–	–	0.06%	215
2016 Q2	$69.5K	Hold	699	–	–	0.07%	211
2016 Q1	$66.5K	Buy	+699	New	+$62.1K	0.06%	210

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return