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

VSR Financial Services’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
Q1 		– Sell
-4,983
Closed -$207K – 609
2013
Q4 		$207K Buy
+4,983
New +$211K 0.03% 511

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CC
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CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VSR Financial Services's RWO Position: Q1 2014 in Review

VSR Financial Services sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2014, closing a stake of 4,983 shares — an estimated $207K sold.

VSR Financial Services first reported a position in RWO in Q4 2013 and held it in 1 quarter. The position peaked at $207K in Q4 2013. 114 funds tracked by Wall St. Rank hold RWO as of Q1 2014.

  • VSR Financial Services reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • VSR Financial Services sold 4,983 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2014, an estimated $207K.
  • VSR Financial Services first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2013 and held it in 1 quarter.
  • VSR Financial Services's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $207K in Q4 2013.
  • 114 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q1 2014.

Based on VSR Financial Services's 13F filing for Q1 2014, filed 5 May 2014.