WealthPLAN Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
Other funds holding RWR
TCT
CSIA
VA
WealthPLAN Partners's RWR Position: Q3 2016 in Review
WealthPLAN Partners reduced its State Street SPDR Dow Jones REIT ETF (RWR) stake by 65% in Q3 2016, selling an estimated $29.9K and leaving 158 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #534.
WealthPLAN Partners first reported a position in RWR in Q4 2015 and has held it in 3 quarters since. The position peaked at $15.7K in Q2 2016. 222 funds tracked by Wall St. Rank hold RWR as of Q3 2016.
- WealthPLAN Partners held 158 shares of State Street SPDR Dow Jones REIT ETF worth $14.9K as of Q3 2016.
- WealthPLAN Partners sold 298 State Street SPDR Dow Jones REIT ETF shares in Q3 2016, an estimated $29.9K.
- State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #534 holding.
- WealthPLAN Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2015 and has held it in 3 quarters since.
- WealthPLAN Partners's State Street SPDR Dow Jones REIT ETF position peaked at $15.7K in Q2 2016.
- 222 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2016.
Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.