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

Transamerica Financial 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
Q3 		– Sell
-85
Closed -$5K – 437
2019
Q2 		$5K Buy
+85
New +$4.25K ﹤0.01% 343
2018
Q4 		– Sell
-731
Closed -$35K – 530
2018
Q3 		$35K Sell
731
-5,729
-89% -$277K 0.01% 248
2018
Q2 		$311K Buy
+6,460
New +$305K 0.07% 155
2018
Q1 		– Sell
-114
Closed -$6K – 471
2017
Q4 		$6K Sell
114
-148
-56% -$7.14K ﹤0.01% 280
2017
Q3 		$13K Sell
262
-525
-67% -$25.2K ﹤0.01% 267
2017
Q2 		$38K Buy
+787
New +$37.7K 0.01% 229
2016
Q4 		– Sell
-176
Closed -$9K – 465
2016
Q3 		$9K Sell
176
-380
-68% -$19.3K ﹤0.01% 260
2016
Q2 		$28K Buy
556
+417
+300% +$20.4K ﹤0.01% 233
2016
Q1 		$7K Sell
139
-815
-85% -$37.1K ﹤0.01% 591
2015
Q4 		$45K Buy
+954
New +$44.8K ﹤0.01% 419
2015
Q2 		– Sell
-81
Closed -$5K – 925
2015
Q1 		$5K Sell
81
-344
-81% -$17.2K ﹤0.01% 707
2014
Q4 		$21K Buy
+425
New +$19.9K ﹤0.01% 435
2014
Q3 		– Sell
-1,356
Closed -$64K – 714
2014
Q2 		$64K Buy
1,356
+100
+8% +$4.57K 0.01% 350
2014
Q1 		$55K Buy
+1,256
New +$53.5K 0.01% 343
2013
Q3 		– Sell
-49
Closed -$3K – 629
2013
Q2 		$3K Buy
+49
New +$2.21K ﹤0.01% 508

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transamerica Financial Advisors's RWO Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2019, closing a stake of 85 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in RWO in Q2 2013 and held it in 15 quarters. The position peaked at $311K in Q2 2018. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 85 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $5K.
  • Transamerica Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and held it in 15 quarters.
  • Transamerica Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $311K in Q2 2018.
  • 236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.