B
RWX icon

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

Baird’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
2014
Q4 		– Sell
-11,855
Closed -$491K – 1312
2014
Q3 		$491K Buy
11,855
+2
+0% +$88 0.01% 840
2014
Q2 		$524K Buy
11,853
+6,180
+109% +$267K 0.01% 837
2014
Q1 		$234K Sell
5,673
-82,847
-94% -$3.37M ﹤0.01% 1037
2013
Q4 		$3.65M Sell
88,520
-25,588
-22% -$1.08M 0.06% 333
2013
Q3 		$4.81M Buy
114,108
+41,204
+57% +$1.68M 0.09% 259
2013
Q2 		$2.91M Buy
+72,904
New +$3.16M 0.06% 339

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird's RWX Position: Q4 2014 in Review

Baird sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2014, closing a stake of 11,855 shares — an estimated $491K sold.

Baird first reported a position in RWX in Q2 2013 and held it in 6 quarters. The position peaked at $4.81M in Q3 2013. 213 funds tracked by Wall St. Rank hold RWX as of Q4 2014.

  • Baird reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2014 after selling out during the quarter.
  • Baird sold 11,855 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2014, an estimated $491K.
  • Baird first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 6 quarters.
  • Baird's State Street SPDR Dow Jones International Real Estate ETF position peaked at $4.81M in Q3 2013.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2014.

Based on Baird's 13F filing for Q4 2014, filed 12 Feb 2015.