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

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

Other funds holding RWR

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

WFG Advisors's RWR Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR Dow Jones REIT ETF (RWR) stake by 23% in Q2 2017, buying an estimated $5.3K and bringing the position to 302 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #864.

WFG Advisors first reported a position in RWR in Q2 2013 and has held it in 17 quarters since. The position peaked at $952K in Q2 2013. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2017.

WFG Advisors held 302 shares of State Street SPDR Dow Jones REIT ETF worth $28K as of Q2 2017.
WFG Advisors bought 57 State Street SPDR Dow Jones REIT ETF shares in Q2 2017, an estimated $5.3K.
State Street SPDR Dow Jones REIT ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #864 holding.
WFG Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $952K in Q2 2013.
215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2017.

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