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WA
WFG Advisors’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
WFG Advisors’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$28K
Buy
302
+57
+23%
+$5.3K
0.01%
864
2017
Q1
$23K
Sell
245
-200
-45%
-$18.6K
0.01%
858
2016
Q4
$41K
Sell
445
-165
-27%
-$15.1K
0.01%
758
2016
Q3
$59K
Sell
610
-66
-10%
-$6.62K
0.01%
663
2016
Q2
$67K
Buy
676
+166
+33%
+$15.7K
0.02%
616
2016
Q1
$49K
Buy
510
+270
+113%
+$24K
0.01%
671
2015
Q4
$22K
Sell
240
-501
-68%
-$45.3K
0.01%
876
2015
Q3
$64K
Sell
741
-99
-12%
-$8.62K
0.02%
570
2015
Q2
$71K
Sell
840
-483
-37%
-$43.3K
0.02%
629
2015
Q1
$125K
Sell
1,323
-54
-4%
-$5.14K
0.03%
464
2014
Q4
$125K
Sell
1,377
-913
-40%
-$80K
0.03%
572
2014
Q3
$183K
Buy
2,290
+3
+0.1%
+$251
0.03%
474
2014
Q2
$190K
Sell
2,287
-1,519
-40%
-$124K
0.04%
455
2014
Q1
$297K
Sell
3,806
-176
-4%
-$13.3K
0.06%
349
2013
Q4
$284K
Buy
3,982
+6
+0.2%
+$441
0.04%
435
2013
Q3
$290K
Sell
3,976
-8,556
-68%
-$641K
0.04%
401
2013
Q2
$952K
Buy
+12,532
New
+$1M
0.16%
158
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TF
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$27.6B AUM
14.26%
1-Year Est. Return
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$530B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
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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