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

BTR Capital 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
2015
Q3 		– Sell
-6,050
Closed -$253K – 174
2015
Q2 		$253K Sell
6,050
-4,863
-45% -$214K 0.06% 137
2015
Q1 		$473K Buy
+10,913
New +$475K 0.11% 108

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BTR Capital Management's RWX Position: Q3 2015 in Review

BTR Capital Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2015, closing a stake of 6,050 shares — an estimated $253K sold.

BTR Capital Management first reported a position in RWX in Q1 2015 and held it in 2 quarters. The position peaked at $473K in Q1 2015. 205 funds tracked by Wall St. Rank hold RWX as of Q3 2015.

  • BTR Capital Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • BTR Capital Management sold 6,050 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2015, an estimated $253K.
  • BTR Capital Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2015 and held it in 2 quarters.
  • BTR Capital Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $473K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2015.

Based on BTR Capital Management's 13F filing for Q3 2015, filed 26 Oct 2015.