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WealthOne’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

WealthOne’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17
Closed -$1K – 444
2018
Q4 		$1K Buy
+17
New +$1.55K ﹤0.01% 583

Other funds holding RWR

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthOne's RWR Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2019, closing a stake of 17 shares — an estimated $1K sold.

WealthOne first reported a position in RWR in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2019.

  • WealthOne reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 17 State Street SPDR Dow Jones REIT ETF shares in Q1 2019, an estimated $1K.
  • WealthOne first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's State Street SPDR Dow Jones REIT ETF position peaked at $1K in Q4 2018.
  • 245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.