ACG Wealth’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

ACG Wealth’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-5,200	Closed	-$204K	–	354
2019 Q1	$204K	Buy	+5,200	New	+$198K	0.03%	323
2018 Q3	–	Sell	-5,200	Closed	-$204K	–	322
2018 Q2	$204K	Hold	5,200	–	–	0.03%	277
2018 Q1	$208K	Hold	5,200	–	–	0.03%	284
2017 Q4	$211K	Buy	+5,200	New	+$203K	0.03%	300
2017 Q3	–	Sell	-5,310	Closed	-$202K	–	317
2017 Q2	$202K	Buy	+5,310	New	+$205K	0.03%	291

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

ACG Wealth's RWX Position: Q2 2019 in Review

ACG Wealth sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2019, closing a stake of 5,200 shares — an estimated $204K sold.

ACG Wealth first reported a position in RWX in Q2 2017 and held it in 5 quarters. The position peaked at $211K in Q4 2017. 207 funds tracked by Wall St. Rank hold RWX as of Q2 2019.

ACG Wealth reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2019 after selling out during the quarter.
ACG Wealth sold 5,200 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2019, an estimated $204K.
ACG Wealth first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2017 and held it in 5 quarters.
ACG Wealth's State Street SPDR Dow Jones International Real Estate ETF position peaked at $211K in Q4 2017.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2019.

Based on ACG Wealth's 13F filing for Q2 2019, filed 6 Aug 2019.