Atria Investments’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Atria Investments’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
2020 Q1	–	Sell	-9,180	Closed	-$356K	–	1059
2019 Q4	$356K	Buy	9,180 +4,102	+81%	+$165K	0.01%	917
2019 Q3	$201K	Buy	+5,078	New	+$197K	0.01%	849
2018 Q4	–	Sell	-16,982	Closed	-$650K	–	992
2018 Q3	$650K	Buy	16,982 +867	+5%	+$33.9K	0.03%	523
2018 Q2	$631K	Sell	16,115 -615	-4%	-$24.7K	0.03%	499
2018 Q1	$670K	Sell	16,730 -21,177	-56%	-$853K	0.03%	440
2017 Q4	$1.53M	Buy	37,907 +7,093	+23%	+$277K	0.08%	254
2017 Q3	$1.18M	Buy	30,814 +8,244	+37%	+$320K	0.06%	275
2017 Q2	$860K	Buy	22,570 +13,009	+136%	+$503K	0.05%	321
2017 Q1	$358K	Sell	9,561 -906	-9%	-$33.5K	0.02%	466
2016 Q4	$378K	Buy	+10,467	New	+$399K	0.03%	400
2016 Q2	–	Sell	-9,305	Closed	-$386K	–	497
2016 Q1	$386K	Buy	+9,305	New	+$359K	0.04%	313
2015 Q2	–	Sell	-13,118	Closed	-$568K	–	420
2015 Q1	$568K	Buy	13,118 +452	+4%	+$19.7K	0.06%	222
2014 Q4	$527K	Sell	12,666 -2,132	-14%	-$89.4K	0.06%	246
2014 Q3	$613K	Buy	14,798 +8,615	+139%	+$379K	0.06%	252
2014 Q2	$274K	Buy	+6,183	New	+$267K	0.03%	352

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MFM

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments's RWX Position: Q1 2020 in Review

Atria Investments sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 9,180 shares — an estimated $356K sold.

Atria Investments first reported a position in RWX in Q2 2014 and held it in 15 quarters. The position peaked at $1.53M in Q4 2017. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

Atria Investments reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Atria Investments sold 9,180 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $356K.
Atria Investments first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2014 and held it in 15 quarters.
Atria Investments's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.53M in Q4 2017.
194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.