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Bartlett & Co’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bartlett & Co’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
2013
Q4 		– Sell
-131
Closed -$6K – 769
2013
Q3 		$6K Buy
+131
New +$5.34K ﹤0.01% 637

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Bartlett & Co's RWX Position: Q4 2013 in Review

Bartlett & Co sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2013, closing a stake of 131 shares — an estimated $6K sold.

Bartlett & Co first reported a position in RWX in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2013.

  • Bartlett & Co reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • Bartlett & Co sold 131 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2013, an estimated $6K.
  • Bartlett & Co first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2013 and held it in 1 quarter.
  • Bartlett & Co's State Street SPDR Dow Jones International Real Estate ETF position peaked at $6K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2013.

Based on Bartlett & Co's 13F filing for Q4 2013, filed 5 Feb 2014.