Winslow Evans & Crocker’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	1238
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	1018
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	1048
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	1054
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	1018
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	1009
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	1019
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	1040
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	961
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	969
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	979
2018 Q1	$2.31K	Hold	50	–	–	﹤0.01%	1007
2017 Q4	$2.44K	Hold	50	–	–	﹤0.01%	1015
2017 Q3	$2.39K	Hold	50	–	–	﹤0.01%	1014
2017 Q2	$2.38K	Hold	50	–	–	﹤0.01%	1163
2017 Q1	$2.35K	Hold	50	–	–	﹤0.01%	1133
2016 Q4	$2.34K	Hold	50	–	–	﹤0.01%	1137
2016 Q3	$2.49K	Hold	50	–	–	﹤0.01%	1163
2016 Q2	$2.52K	Hold	50	–	–	﹤0.01%	1141
2016 Q1	$2.45K	Hold	50	–	–	﹤0.01%	1141
2015 Q4	$2.34K	Hold	50	–	–	﹤0.01%	1215
2015 Q3	$2.26K	Hold	50	–	–	﹤0.01%	1159
2015 Q2	$2.29K	Hold	50	–	–	﹤0.01%	1193
2015 Q1	$2.49K	Hold	50	–	–	﹤0.01%	1151
2014 Q4	$2.39K	Hold	50	–	–	﹤0.01%	1177
2014 Q3	$2.22K	Hold	50	–	–	﹤0.01%	1263
2014 Q2	$2.33K	Hold	50	–	–	﹤0.01%	1175
2014 Q1	$2.18K	Hold	50	–	–	﹤0.01%	1154
2013 Q4	$2K	Buy	+50	New	+$2.12K	﹤0.01%	1301

Other funds holding RWO

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

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

SFA

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

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

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Winslow Evans & Crocker's RWO Position: Q4 2020 in Review

Winslow Evans & Crocker held its State Street SPDR Dow Jones Global Real Estate ETF (RWO) position steady in Q4 2020 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Winslow Evans & Crocker first reported a position in RWO in Q4 2013 and has held it in 29 quarters since. The position peaked at $4K in Q4 2019. 216 funds tracked by Wall St. Rank hold RWO as of Q4 2020.

Winslow Evans & Crocker held 50 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2K as of Q4 2020.
Winslow Evans & Crocker left its State Street SPDR Dow Jones Global Real Estate ETF share count unchanged in Q4 2020.
State Street SPDR Dow Jones Global Real Estate ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1238 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4K in Q4 2019.
216 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.