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

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 $617B AUM 30.33% 1-Year Est. Return

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

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

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

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

SFA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's RWO Position: Q2 2017 in Review

WFG Advisors reduced its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 6.3% in Q2 2017, selling an estimated $5.71K and leaving 1,776 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #566.

WFG Advisors first reported a position in RWO in Q2 2013 and has held it in 17 quarters since. The position peaked at $95K in Q2 2016. 192 funds tracked by Wall St. Rank hold RWO as of Q2 2017.

WFG Advisors held 1,776 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $85K as of Q2 2017.
WFG Advisors sold 119 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2017, an estimated $5.71K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #566 holding.
WFG Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $95K in Q2 2016.
192 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.