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

WealthShield Partners’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 Q2	–	Sell	-5	Closed	–	–	270
2019 Q1	$0	Sell	5 -72	-94%	-$6.82K	﹤0.01%	283
2018 Q4	$7K	Hold	77	–	–	﹤0.01%	208
2018 Q3	$7K	Sell	77 -67	-47%	-$6.36K	﹤0.01%	218
2018 Q2	$14K	Hold	144	–	–	0.01%	198
2018 Q1	$12K	Hold	144	–	–	0.01%	191
2017 Q4	$13K	Buy	+144	New	+$13.5K	0.01%	189

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthShield Partners's RWR Position: Q2 2019 in Review

WealthShield Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2019, closing a stake of 5 shares.

WealthShield Partners first reported a position in RWR in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q2 2018. 247 funds tracked by Wall St. Rank hold RWR as of Q2 2019.

WealthShield Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2019 after selling out during the quarter.
WealthShield Partners sold 5 State Street SPDR Dow Jones REIT ETF shares in Q2 2019.
WealthShield Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 6 quarters.
WealthShield Partners's State Street SPDR Dow Jones REIT ETF position peaked at $14K in Q2 2018.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.