Axa
RWR icon

Axa’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Axa’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
2016
Q3 		– Sell
-133
Closed -$13K – 1323
2016
Q2 		$13K Buy
133
+124
+1,378% +$11.7K ﹤0.01% 1344
2016
Q1 		$1K Sell
9
-162
-95% -$14.4K ﹤0.01% 1317
2015
Q4 		$16K Buy
+171
New +$15.5K ﹤0.01% 1364
2015
Q3 		– Sell
-181
Closed -$15K – 1505
2015
Q2 		$15K Buy
+181
New +$16.2K ﹤0.01% 1374
2014
Q4 		– Sell
-199
Closed -$16K – 1465
2014
Q3 		$16K Sell
199
-420
-68% -$35.1K ﹤0.01% 1409
2014
Q2 		$51K Buy
619
+347
+128% +$28.3K ﹤0.01% 1323
2014
Q1 		$21K Buy
272
+192
+240% +$14.5K ﹤0.01% 1362
2013
Q4 		$6K Buy
+80
New +$5.88K ﹤0.01% 1374
2013
Q3 		– Sell
-73
Closed -$6K – 1313
2013
Q2 		$6K Buy
+73
New +$5.84K ﹤0.01% 1252

Other funds holding RWR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return