Tortoise Investment Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Tortoise Investment Management’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 Q2	–	Sell	-35	Closed	-$2K	–	649
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	567
2018 Q4	$2K	Hold	35	–	–	﹤0.01%	510
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	515
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	527
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	506
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	519
2017 Q3	$2K	Hold	35	–	–	﹤0.01%	456
2017 Q2	$2K	Hold	35	–	–	﹤0.01%	455
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	438
2016 Q4	$2K	Hold	35	–	–	﹤0.01%	451
2016 Q3	$2K	Hold	35	–	–	﹤0.01%	404
2016 Q2	$2K	Hold	35	–	–	﹤0.01%	444
2016 Q1	$2K	Hold	35	–	–	﹤0.01%	355
2015 Q4	$2K	Hold	35	–	–	﹤0.01%	382
2015 Q3	$2K	Hold	35	–	–	﹤0.01%	370
2015 Q2	$2K	Hold	35	–	–	﹤0.01%	400
2015 Q1	$2K	Hold	35	–	–	﹤0.01%	387
2014 Q4	$2K	Sell	35 -250	-88%	-$11.7K	﹤0.01%	433
2014 Q3	$13K	Hold	285	–	–	0.01%	288
2014 Q2	$13K	Hold	285	–	–	0.01%	301
2014 Q1	$12K	Hold	285	–	–	0.01%	258
2013 Q4	$12K	Hold	285	–	–	0.01%	242
2013 Q3	$12K	Hold	285	–	–	0.01%	227
2013 Q2	$12K	Buy	+285	New	+$12.9K	0.01%	218

Other funds holding RWO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's RWO Position: Q2 2019 in Review

Tortoise Investment Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2019, closing a stake of 35 shares — an estimated $2K sold.

Tortoise Investment Management first reported a position in RWO in Q2 2013 and held it in 24 quarters. The position peaked at $13K in Q3 2014. 249 funds tracked by Wall St. Rank hold RWO as of Q2 2019.

Tortoise Investment Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Tortoise Investment Management sold 35 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2019, an estimated $2K.
Tortoise Investment Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 24 quarters.
Tortoise Investment Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $13K in Q3 2014.
249 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2019.

Based on Tortoise Investment Management's 13F filing for Q2 2019, filed 7 Aug 2019.