TD Ameritrade Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

TD Ameritrade Investment Management’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 Q1	–	Sell	-12	Closed	-$1K	–	87
2015 Q4	$1K	Buy	+12	New	+$1.08K	﹤0.01%	85
2014 Q3	–	Sell	-255	Closed	-$21K	–	85
2014 Q2	$21K	Buy	+255	New	+$20.8K	﹤0.01%	71
2013 Q3	–	Sell	-16	Closed	-$1K	–	124
2013 Q2	$1K	Buy	+16	New	+$1.28K	﹤0.01%	113

Other funds holding RWR

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

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

TCT

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $8.42B AUM 14.36% 1-Year Est. Return

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

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

TD Ameritrade Investment Management's RWR Position: Q1 2016 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2016, closing a stake of 12 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in RWR in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q2 2014. 207 funds tracked by Wall St. Rank hold RWR as of Q1 2016.

TD Ameritrade Investment Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2016 after selling out during the quarter.
TD Ameritrade Investment Management sold 12 State Street SPDR Dow Jones REIT ETF shares in Q1 2016, an estimated $1K.
TD Ameritrade Investment Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and held it in 3 quarters.
TD Ameritrade Investment Management's State Street SPDR Dow Jones REIT ETF position peaked at $21K in Q2 2014.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2016.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2016, filed 13 May 2016.