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

Bell Bank’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
-22,857
Closed -$963K – 175
2013
Q3 		$963K Buy
22,857
+2,129
+10% +$86.8K 0.34% 132
2013
Q2 		$827K Buy
+20,728
New +$898K 0.29% 151

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 $128M AUM 7.56% 1-Year Est. Return

Bell Bank's RWX Position: Q4 2013 in Review

Bell Bank sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2013, closing a stake of 22,857 shares — an estimated $963K sold.

Bell Bank first reported a position in RWX in Q2 2013 and held it in 2 quarters. The position peaked at $963K in Q3 2013. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2013.

  • Bell Bank reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • Bell Bank sold 22,857 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2013, an estimated $963K.
  • Bell Bank first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 2 quarters.
  • Bell Bank's State Street SPDR Dow Jones International Real Estate ETF position peaked at $963K 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 Bell Bank's 13F filing for Q4 2013, filed 12 Feb 2014.