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

AmeriServ Wealth Advisors’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
2015 Q3	–	Sell	-1,200	Closed	-$50K	–	131
2015 Q2	$50K	Buy	+1,200	New	+$52.7K	0.06%	100
2015 Q1	–	Sell	-6,200	Closed	-$258K	–	114
2014 Q4	$258K	Hold	6,200	–	–	0.25%	102
2014 Q3	$257K	Hold	6,200	–	–	0.44%	85
2014 Q2	$274K	Sell	6,200 -3,300	-35%	-$143K	0.29%	91
2014 Q1	$391K	Sell	9,500 -5,600	-37%	-$228K	0.39%	71
2013 Q4	$622K	Sell	15,100 -2,200	-13%	-$92.7K	0.37%	79
2013 Q3	$729K	Sell	17,300 -400	-2%	-$16.3K	0.46%	67
2013 Q2	$706K	Buy	+17,700	New	+$767K	0.45%	67

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AmeriServ Wealth Advisors's RWX Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2015, closing a stake of 1,200 shares — an estimated $50K sold.

AmeriServ Wealth Advisors first reported a position in RWX in Q2 2013 and held it in 8 quarters. The position peaked at $729K in Q3 2013. 205 funds tracked by Wall St. Rank hold RWX as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,200 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2015, an estimated $50K.
AmeriServ Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 8 quarters.
AmeriServ Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $729K in Q3 2013.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.