Trustmark National Bank Trust Department’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Trustmark National Bank Trust Department’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	-107	Closed	-$5K	–	481
2019 Q2	$5K	Hold	107	–	–	﹤0.01%	485
2019 Q1	$5K	Hold	107	–	–	﹤0.01%	498
2018 Q4	$5K	Hold	107	–	–	﹤0.01%	493
2018 Q3	$5K	Buy	+107	New	+$5.18K	﹤0.01%	509

Other funds holding RWO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Trustmark National Bank Trust Department's RWO Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2019, closing a stake of 107 shares — an estimated $5K sold.

Trustmark National Bank Trust Department first reported a position in RWO in Q3 2018 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 236 funds tracked by Wall St. Rank hold RWO as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 107 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2019, an estimated $5K.
Trustmark National Bank Trust Department first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 4 quarters.
Trustmark National Bank Trust Department's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5K in Q2 2019.
236 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.