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WA
WFG Advisors’s
State Street SPDR Dow Jones Global Real Estate ETF
RWO
Stock Holding History
WFG Advisors’s Portfolio
RWO Stock Details
RWO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$85K
Sell
1,776
-119
-6%
-$5.71K
0.02%
566
2017
Q1
$89K
Buy
1,895
+1,270
+203%
+$59.9K
0.02%
506
2016
Q4
$29K
Sell
625
-1,264
-67%
-$58.7K
0.01%
851
2016
Q3
$94K
Buy
1,889
+2
+0.1%
+$102
0.02%
537
2016
Q2
$95K
Buy
1,887
+2
+0.1%
+$98
0.03%
508
2016
Q1
$92K
Buy
1,885
+1,271
+207%
+$57.9K
0.03%
492
2015
Q4
$29K
Buy
614
+3
+0.5%
+$141
0.01%
809
2015
Q3
$28K
Buy
611
+4
+0.7%
+$185
0.01%
802
2015
Q2
$28K
Buy
607
+2
+0.3%
+$97
0.01%
889
2015
Q1
$30K
Buy
605
+2
+0.3%
+$100
0.01%
875
2014
Q4
$29K
Buy
603
+2
+0.3%
+$94
0.01%
1101
2014
Q3
$27K
Buy
601
+3
+0.5%
+$140
0.01%
1163
2014
Q2
$28K
Buy
598
+1
+0.2%
+$46
0.01%
1138
2014
Q1
$26K
Buy
597
+3
+0.5%
+$128
0.01%
1160
2013
Q4
$25K
Buy
594
+2
+0.3%
+$85
﹤0.01%
1260
2013
Q3
$25K
Buy
592
+4
+0.7%
+$169
﹤0.01%
1190
2013
Q2
$25K
Buy
+588
New
+$26.6K
﹤0.01%
1134
Other funds holding RWO
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
GT
Glenmede Trust
Philadelphia, Pennsylvania
$20.4B AUM
HSBC Holdings
London, United Kingdom
$168B AUM
27.2%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SFA
Sequoia Financial Advisors
Akron, Ohio
$17.8B AUM
21.2%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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