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Wagner Wealth Management (South Carolina)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$2K Hold
37
– – ﹤0.01% 566
2018
Q2 		$2K Buy
37
+1
+3% +$47 ﹤0.01% 531
2018
Q1 		$2K Hold
36
– – ﹤0.01% 487
2017
Q4 		$2K Buy
+36
New +$1.74K ﹤0.01% 672

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s RWO Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q3 2018 at 37 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Wagner Wealth Management (South Carolina) first reported a position in RWO in Q4 2017 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold RWO as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 37 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q3 2018.
  • State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #566 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.