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

WealthShield’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
2017 Q4	$13K	Buy	+144	New	+$13.5K	0.01%	189

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CSIA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

WealthShield's RWR Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2017: 144 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings.

217 funds tracked by Wall St. Rank hold RWR as of Q4 2017.

WealthShield held 144 shares of State Street SPDR Dow Jones REIT ETF worth $13K as of Q4 2017.
State Street SPDR Dow Jones REIT ETF was a new WealthShield position in Q4 2017.
State Street SPDR Dow Jones REIT ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #189 holding.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.