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

Concert 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
2016
Q4 		– Sell
-1,922
Closed -$81K – 842
2016
Q3 		$81K Buy
+1,922
New +$80.8K 0.01% 766
2015
Q4 		– Sell
-6,512
Closed -$258K – 735
2015
Q3 		$258K Buy
+6,512
New +$265K 0.03% 526

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's RWX Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2016, closing a stake of 1,922 shares — an estimated $81K sold.

Concert Wealth Management first reported a position in RWX in Q3 2015 and held it in 2 quarters. The position peaked at $258K in Q3 2015. 191 funds tracked by Wall St. Rank hold RWX as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,922 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2016, an estimated $81K.
  • Concert Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2015 and held it in 2 quarters.
  • Concert Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $258K in Q3 2015.
  • 191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.