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

Waverly 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
2014
Q1 		– Sell
-185
Closed -$8K – 811
2013
Q4 		$8K Buy
185
+1
+0.5% +$42 ﹤0.01% 592
2013
Q3 		$8K Buy
+184
New +$7.77K ﹤0.01% 460

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
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

Waverly Advisors's RWO Position: Q1 2014 in Review

Waverly Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q1 2014, closing a stake of 185 shares — an estimated $8K sold.

Waverly Advisors first reported a position in RWO in Q3 2013 and held it in 2 quarters. The position peaked at $8K in Q4 2013. 114 funds tracked by Wall St. Rank hold RWO as of Q1 2014.

  • Waverly Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 185 State Street SPDR Dow Jones Global Real Estate ETF shares in Q1 2014, an estimated $8K.
  • Waverly Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $8K 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 Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.