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

Trutina Financial’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
2014
Q2 		– Sell
-180
Closed -$8K – 205
2014
Q1 		$8K Buy
+180
New +$7.66K 0.01% 257

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trutina Financial's RWO Position: Q2 2014 in Review

Trutina Financial sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2014, closing a stake of 180 shares — an estimated $8K sold.

Trutina Financial first reported a position in RWO in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 120 funds tracked by Wall St. Rank hold RWO as of Q2 2014.

  • Trutina Financial reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 180 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2014, an estimated $8K.
  • Trutina Financial first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8K in Q1 2014.
  • 120 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.