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Calton & Associates’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-4,448
Closed -$186K – 1086
2017
Q4 		$186K Buy
+4,448
New +$174K 0.05% 355

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Calton & Associates's RWX Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2018, closing a stake of 4,448 shares — an estimated $186K sold.

Calton & Associates first reported a position in RWX in Q4 2017 and held it in 1 quarter. The position peaked at $186K in Q4 2017. 219 funds tracked by Wall St. Rank hold RWX as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 4,448 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2018, an estimated $186K.
  • Calton & Associates first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR Dow Jones International Real Estate ETF position peaked at $186K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.