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

Choate Investment 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
2018
Q2 		– Sell
-5,145
Closed -$206K – 237
2018
Q1 		$206K Sell
5,145
-423
-8% -$17K 0.01% 226
2017
Q4 		$225K Hold
5,568
– – 0.01% 224
2017
Q3 		$214K Sell
5,568
-241
-4% -$9.34K 0.01% 236
2017
Q2 		$221K Sell
5,809
-59
-1% -$2.28K 0.01% 229
2017
Q1 		$219K Hold
5,868
– – 0.01% 235
2016
Q4 		$212K Hold
5,868
– – 0.01% 230
2016
Q3 		$245K Hold
5,868
– – 0.02% 212
2016
Q2 		$243K Sell
5,868
-370
-6% -$15.5K 0.02% 207
2016
Q1 		$259K Sell
6,238
-7,420
-54% -$286K 0.02% 210
2015
Q4 		$568K Buy
13,658
+5,265
+63% +$212K 0.04% 160
2015
Q3 		$330K Sell
8,393
-3,949
-32% -$161K 0.02% 192
2015
Q2 		$517K Sell
12,342
-442
-3% -$19.4K 0.03% 160
2015
Q1 		$554K Sell
12,784
-874
-6% -$38K 0.03% 159
2014
Q4 		$568K Sell
13,658
-1,872
-12% -$78.5K 0.03% 161
2014
Q3 		$643K Sell
15,530
-197
-1% -$8.66K 0.04% 156
2014
Q2 		$696K Sell
15,727
-12,553
-44% -$542K 0.04% 149
2014
Q1 		$1.16M Sell
28,280
-34,452
-55% -$1.4M 0.07% 113
2013
Q4 		$2.58M Sell
62,732
-60,961
-49% -$2.57M 0.17% 77
2013
Q3 		$5.21M Sell
123,693
-22,479
-15% -$917K 0.39% 37
2013
Q2 		$5.83M Buy
+146,172
New +$6.33M 0.47% 31

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Choate Investment Advisors's RWX Position: Q2 2018 in Review

Choate Investment Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2018, closing a stake of 5,145 shares — an estimated $206K sold.

Choate Investment Advisors first reported a position in RWX in Q2 2013 and held it in 20 quarters. The position peaked at $5.83M in Q2 2013. 225 funds tracked by Wall St. Rank hold RWX as of Q2 2018.

  • Choate Investment Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Choate Investment Advisors sold 5,145 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2018, an estimated $206K.
  • Choate Investment Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 20 quarters.
  • Choate Investment Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $5.83M in Q2 2013.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2018.

Based on Choate Investment Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.