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

Wealthfront’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
2015
Q2 		– Sell
-52
Closed -$3K – 1365
2015
Q1 		$3K Buy
+52
New +$2.6K ﹤0.01% 936

Other funds holding RWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront's RWO Position: Q2 2015 in Review

Wealthfront sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2015, closing a stake of 52 shares — an estimated $3K sold.

Wealthfront first reported a position in RWO in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 144 funds tracked by Wall St. Rank hold RWO as of Q2 2015.

  • Wealthfront reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 52 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2015, an estimated $3K.
  • Wealthfront first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2015 and held it in 1 quarter.
  • Wealthfront's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $3K in Q1 2015.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.