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

BBR Partners’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
Q3 		– Sell
-7,820
Closed -$225K – 202
2020
Q2 		$225K Sell
7,820
-295
-4% -$8.35K 0.03% 145
2020
Q1 		$217K Sell
8,115
-1,026
-11% -$36.4K 0.03% 129
2019
Q4 		$355K Buy
9,141
+623
+7% +$25.1K 0.04% 137
2019
Q3 		$337K Buy
+8,518
New +$331K 0.05% 93

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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

BBR Partners's RWX Position: Q3 2020 in Review

BBR Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2020, closing a stake of 7,820 shares — an estimated $225K sold.

BBR Partners first reported a position in RWX in Q3 2019 and held it in 4 quarters. The position peaked at $355K in Q4 2019. 167 funds tracked by Wall St. Rank hold RWX as of Q3 2020.

  • BBR Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • BBR Partners sold 7,820 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2020, an estimated $225K.
  • BBR Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2019 and held it in 4 quarters.
  • BBR Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $355K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2020.

Based on BBR Partners's 13F filing for Q3 2020, filed 12 Nov 2020.