TW
RWR icon

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

Towerpoint Wealth’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
Q4 		– Sell
-569
Closed -$60K – 74
2019
Q3 		$60K Buy
+569
New +$58K 0.04% 62

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Towerpoint Wealth's RWR Position: Q4 2019 in Review

Towerpoint Wealth sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2019, closing a stake of 569 shares — an estimated $60K sold.

Towerpoint Wealth first reported a position in RWR in Q3 2019 and held it in 1 quarter. The position peaked at $60K in Q3 2019. 279 funds tracked by Wall St. Rank hold RWR as of Q4 2019.

  • Towerpoint Wealth reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 569 State Street SPDR Dow Jones REIT ETF shares in Q4 2019, an estimated $60K.
  • Towerpoint Wealth first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's State Street SPDR Dow Jones REIT ETF position peaked at $60K in Q3 2019.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.