BWM
RWX icon

Baystate Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Baystate Wealth Management’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
Q3 		– Sell
-229
Closed -$9K – 192
2013
Q2 		$9K Buy
+229
New +$9.92K ﹤0.01% 195

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Baystate Wealth Management's RWX Position: Q3 2013 in Review

Baystate Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2013, closing a stake of 229 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in RWX in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 171 funds tracked by Wall St. Rank hold RWX as of Q3 2013.

  • Baystate Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 229 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2013, an estimated $9K.
  • Baystate Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $9K in Q2 2013.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.