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

BerganKDV 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
2020 Q1	–	Sell	-20	Closed	-$1K	–	993
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	891
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	679
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	720
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	714
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	676
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	609
2018 Q2	$1K	Buy	+20	New	+$802	﹤0.01%	631

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BerganKDV Wealth Management's RWX Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in RWX in Q2 2018 and held it in 7 quarters. The position peaked at $1K in Q4 2019. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

BerganKDV Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 20 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $1K.
BerganKDV Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2018 and held it in 7 quarters.
BerganKDV Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1K in Q4 2019.
194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.