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Barber Financial Group’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Barber Financial Group’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
Q2 		– Sell
-10,243
Closed -$274K – 134
2020
Q1 		$274K Buy
+10,243
New +$363K 0.09% 87
2018
Q1 		– Sell
-22,173
Closed -$898K – 143
2017
Q4 		$898K Buy
+22,173
New +$865K 0.23% 59

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Barber Financial Group's RWX Position: Q2 2020 in Review

Barber Financial Group sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2020, closing a stake of 10,243 shares — an estimated $274K sold.

Barber Financial Group first reported a position in RWX in Q4 2017 and held it in 2 quarters. The position peaked at $898K in Q4 2017. 173 funds tracked by Wall St. Rank hold RWX as of Q2 2020.

  • Barber Financial Group reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Barber Financial Group sold 10,243 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2020, an estimated $274K.
  • Barber Financial Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Barber Financial Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $898K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2020.

Based on Barber Financial Group's 13F filing for Q2 2020, filed 31 Jul 2020.