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Whitnell & Co’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Whitnell & Co’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
2018
Q4 		– Sell
-378
Closed -$18K – 252
2018
Q3 		$18K Buy
+378
New +$18.3K 0.01% 214

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Jones Financial Companies
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State Street
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SFA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whitnell & Co's RWO Position: Q4 2018 in Review

Whitnell & Co sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q4 2018, closing a stake of 378 shares — an estimated $18K sold.

Whitnell & Co first reported a position in RWO in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 243 funds tracked by Wall St. Rank hold RWO as of Q4 2018.

  • Whitnell & Co reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Whitnell & Co sold 378 State Street SPDR Dow Jones Global Real Estate ETF shares in Q4 2018, an estimated $18K.
  • Whitnell & Co first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • Whitnell & Co's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $18K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2018.

Based on Whitnell & Co's 13F filing for Q4 2018, filed 5 Feb 2019.