AIM
RWX icon

Advantage Investment Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Advantage Investment Management’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
2018
Q4 		– Sell
-2,333
Closed -$89K – 1065
2018
Q3 		$89K Sell
2,333
-37
-2% -$1.45K 0.06% 291
2018
Q2 		$93K Sell
2,370
-54
-2% -$2.17K 0.07% 265
2018
Q1 		$97K Sell
2,424
-692
-22% -$27.9K 0.04% 256
2017
Q4 		$126K Sell
3,116
-17
-0.5% -$663 0.04% 234
2017
Q3 		$120K Buy
3,133
+556
+22% +$21.6K 0.04% 224
2017
Q2 		$98K Buy
2,577
+479
+23% +$18.5K 0.03% 241
2017
Q1 		$78K Buy
2,098
+208
+11% +$7.7K 0.03% 262
2016
Q4 		$68K Buy
1,890
+180
+11% +$6.86K 0.03% 275
2016
Q3 		$71K Sell
1,710
-83
-5% -$3.49K 0.03% 271
2016
Q2 		$74K Buy
1,793
+65
+4% +$2.72K 0.03% 281
2016
Q1 		$72K Sell
1,728
-149
-8% -$5.74K 0.03% 273
2015
Q4 		$73K Sell
1,877
-267
-12% -$10.8K 0.04% 277
2015
Q3 		$84K Sell
2,144
-1,431
-40% -$58.3K 0.05% 243
2015
Q2 		$149K Buy
3,575
+590
+20% +$25.9K 0.07% 176
2015
Q1 		$129K Buy
2,985
+253
+9% +$11K 0.07% 189
2014
Q4 		$114K Buy
+2,732
New +$115K 0.09% 190

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advantage Investment Management's RWX Position: Q4 2018 in Review

Advantage Investment Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2018, closing a stake of 2,333 shares — an estimated $89K sold.

Advantage Investment Management first reported a position in RWX in Q4 2014 and held it in 16 quarters. The position peaked at $149K in Q2 2015. 215 funds tracked by Wall St. Rank hold RWX as of Q4 2018.

  • Advantage Investment Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 2,333 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2018, an estimated $89K.
  • Advantage Investment Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 16 quarters.
  • Advantage Investment Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $149K in Q2 2015.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.