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Whitegate Investment Counselors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Whitegate Investment Counselors’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
2020
Q1 		– Sell
-2,700
Closed -$275K – 198
2019
Q4 		$275K Hold
2,700
– – 0.05% 174
2019
Q3 		$282K Hold
2,700
– – 0.06% 166
2019
Q2 		$267K Hold
2,700
– – 0.05% 167
2019
Q1 		$267K Buy
+2,700
New +$256K 0.06% 166

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitegate Investment Counselors's RWR Position: Q1 2020 in Review

Whitegate Investment Counselors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 2,700 shares — an estimated $275K sold.

Whitegate Investment Counselors first reported a position in RWR in Q1 2019 and held it in 4 quarters. The position peaked at $282K in Q3 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

  • Whitegate Investment Counselors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,700 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $275K.
  • Whitegate Investment Counselors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2019 and held it in 4 quarters.
  • Whitegate Investment Counselors's State Street SPDR Dow Jones REIT ETF position peaked at $282K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Whitegate Investment Counselors's 13F filing for Q1 2020, filed 15 Apr 2020.