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VIA
Vantage Investment Advisors’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Vantage Investment Advisors’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
$198K
Hold
2,119
–
–
0.04%
149
2018
Q2
$199K
Hold
2,119
–
–
0.05%
144
2018
Q1
$183K
Sell
2,119
-50
-2%
-$4.34K
0.05%
150
2017
Q4
$203K
Hold
2,169
–
–
0.05%
144
2017
Q3
$201K
Hold
2,169
–
–
0.05%
137
2017
Q2
$202K
Sell
2,169
-50
-2%
-$4.65K
0.06%
131
2017
Q1
$205K
Hold
2,219
–
–
0.07%
126
2016
Q4
$207K
Hold
2,219
–
–
0.08%
118
2016
Q3
$216K
Sell
2,219
-247
-10%
-$24.8K
0.1%
110
2016
Q2
$245K
Buy
2,466
+137
+6%
+$13K
0.1%
108
2016
Q1
$222K
Hold
2,329
–
–
0.1%
113
2015
Q4
$213K
Hold
2,329
–
–
0.11%
110
2015
Q3
$201K
Hold
2,329
–
–
0.11%
111
2015
Q2
$197K
Sell
2,329
-2,119
-48%
-$190K
0.11%
112
2015
Q1
$421K
Buy
4,448
+2,119
+91%
+$202K
0.12%
102
2014
Q4
$212K
Hold
2,329
–
–
0.12%
105
2014
Q3
$186K
Hold
2,329
–
–
0.11%
109
2014
Q2
$193K
Hold
2,329
–
–
0.12%
109
2014
Q1
$182K
Sell
2,329
-315
-12%
-$23.8K
0.12%
109
2013
Q4
$188K
Buy
+2,644
New
+$194K
0.13%
106
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$72.8B AUM
10.03%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
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$162B AUM
16.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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