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Verus Capital Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Verus Capital Partners’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
2020
Q1 		$31K Sell
869
-145
-14% -$6.89K 0.01% 653
2019
Q4 		$52K Buy
+1,014
New +$52.8K 0.02% 588

Other funds holding RWO

Goldman Sachs
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $192B AUM 27.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Verus Capital Partners's RWO Position: Q1 2020 in Review

Verus Capital Partners reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 14% in Q1 2020, selling an estimated $6.89K and leaving 869 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #653.

Verus Capital Partners first reported a position in RWO in Q4 2019 and has held it in 2 quarters since. The position peaked at $52K in Q4 2019. 224 funds tracked by Wall St. Rank hold RWO as of Q1 2020.

  • Verus Capital Partners held 869 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $31K as of Q1 2020.
  • Verus Capital Partners sold 145 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2020, an estimated $6.89K.
  • State Street SPDR Dow Jones Global Real Estate ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #653 holding.
  • Verus Capital Partners first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $52K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.