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

US 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
2015
Q3 		– Sell
-100
Closed -$5K – 596
2015
Q2 		$5K Hold
100
– – ﹤0.01% 288
2015
Q1 		$5K Sell
100
-101
-50% -$5.04K ﹤0.01% 314
2014
Q4 		$10K Buy
+201
New +$9.41K 0.01% 242

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
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

US Financial Advisors's RWO Position: Q3 2015 in Review

US Financial Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2015, closing a stake of 100 shares — an estimated $5K sold.

US Financial Advisors first reported a position in RWO in Q4 2014 and held it in 3 quarters. The position peaked at $10K in Q4 2014. 156 funds tracked by Wall St. Rank hold RWO as of Q3 2015.

  • US Financial Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • US Financial Advisors sold 100 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2015, an estimated $5K.
  • US Financial Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $10K in Q4 2014.
  • 156 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.