WESCAP Management Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

WESCAP Management Group’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
2018 Q4	–	Sell	-5,590	Closed	-$265K	–	80
2018 Q3	$265K	Sell	5,590 -6,040	-52%	-$292K	0.13%	63
2018 Q2	$559K	Sell	11,630 -4,481	-28%	-$211K	0.27%	52
2018 Q1	$745K	Sell	16,111 -270	-2%	-$12.6K	0.3%	54
2017 Q4	$800K	Buy	16,381 +291	+2%	+$14K	0.32%	53
2017 Q3	$768K	Buy	16,090 +147	+0.9%	+$7.06K	0.35%	49
2017 Q2	$760K	Buy	+15,943	New	+$764K	0.36%	49

Other funds holding RWO

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WESCAP Management Group's RWO Position: Q4 2018 in Review

WESCAP Management Group sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 5,590 shares — an estimated $265K sold.

WESCAP Management Group first reported a position in RWO in Q2 2017 and held it in 6 quarters. The position peaked at $800K in Q4 2017. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

WESCAP Management Group reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
WESCAP Management Group sold 5,590 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $265K.
WESCAP Management Group first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2017 and held it in 6 quarters.
WESCAP Management Group's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $800K in Q4 2017.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on WESCAP Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.