Whitener Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-759	Closed	-$39K	–	358
2019 Q3	$39K	Hold	759	–	–	0.02%	249
2019 Q2	$37K	Hold	759	–	–	0.02%	246
2019 Q1	$37K	Hold	759	–	–	0.02%	240
2018 Q4	$33K	Hold	759	–	–	0.02%	225
2018 Q3	$36K	Buy	+759	New	+$36.7K	0.02%	234
2018 Q2	–	Sell	-759	Closed	-$35K	–	335
2018 Q1	$35K	Hold	759	–	–	0.03%	232
2017 Q4	$37K	Buy	+759	New	+$36.6K	0.03%	211

Other funds holding RWO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFA

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whitener Capital Management's RWO Position: Q4 2019 in Review

Whitener Capital Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2019, closing a stake of 759 shares — an estimated $39K sold.

Whitener Capital Management first reported a position in RWO in Q4 2017 and held it in 7 quarters. The position peaked at $39K in Q3 2019. 262 funds tracked by Wall St. Rank hold RWO as of Q4 2019.

Whitener Capital Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 759 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2019, an estimated $39K.
Whitener Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $39K in Q3 2019.
262 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.