Winslow Evans & Crocker’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-100	Closed	-$9.3K	–	1232
2017 Q2	$9.3K	Hold	100	–	–	﹤0.01%	934
2017 Q1	$9.23K	Hold	100	–	–	﹤0.01%	904
2016 Q4	$9.34K	Hold	100	–	–	﹤0.01%	896
2016 Q3	$9.74K	Hold	100	–	–	﹤0.01%	914
2016 Q2	$9.94K	Hold	100	–	–	﹤0.01%	884
2016 Q1	$9.52K	Sell	100 -146	-59%	-$13K	﹤0.01%	891
2015 Q4	$22.4K	Buy	246 +146	+146%	+$13.2K	0.01%	717
2015 Q3	$8.62K	Hold	100	–	–	﹤0.01%	919
2015 Q2	$8.44K	Hold	100	–	–	﹤0.01%	968
2015 Q1	$9.46K	Hold	100	–	–	﹤0.01%	896
2014 Q4	$9.09K	Hold	100	–	–	﹤0.01%	905
2014 Q3	$7.98K	Sell	100 -45	-31%	-$3.76K	﹤0.01%	946
2014 Q2	$12K	Hold	145	–	–	﹤0.01%	808
2014 Q1	$11.3K	Hold	145	–	–	﹤0.01%	815
2013 Q4	$10K	Buy	+145	New	+$10.7K	﹤0.01%	914

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winslow Evans & Crocker's RWR Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2017, closing a stake of 100 shares — an estimated $9.3K sold.

Winslow Evans & Crocker first reported a position in RWR in Q4 2013 and held it in 15 quarters. The position peaked at $22.4K in Q4 2015. 199 funds tracked by Wall St. Rank hold RWR as of Q3 2017.

Winslow Evans & Crocker reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 100 State Street SPDR Dow Jones REIT ETF shares in Q3 2017, an estimated $9.3K.
Winslow Evans & Crocker first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's State Street SPDR Dow Jones REIT ETF position peaked at $22.4K in Q4 2015.
199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.