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Berman Capital Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Berman Capital Advisors’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
2021
Q1 		– Sell
-284
Closed -$9K – 1878
2020
Q4 		$9K Sell
284
-3,511
-93% -$111K ﹤0.01% 963
2020
Q3 		$112K Hold
3,795
– – 0.03% 217
2020
Q2 		$109K Sell
3,795
-2,900
-43% -$82K 0.03% 215
2020
Q1 		$179K Buy
+6,695
New +$237K 0.06% 134

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Berman Capital Advisors's RWX Position: Q1 2021 in Review

Berman Capital Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2021, closing a stake of 284 shares — an estimated $9K sold.

Berman Capital Advisors first reported a position in RWX in Q1 2020 and held it in 4 quarters. The position peaked at $179K in Q1 2020. 177 funds tracked by Wall St. Rank hold RWX as of Q1 2021.

  • Berman Capital Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 284 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2021, an estimated $9K.
  • Berman Capital Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2020 and held it in 4 quarters.
  • Berman Capital Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $179K in Q1 2020.
  • 177 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.