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

Cumberland 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
2016
Q1 		– Sell
-70,040
Closed -$2.74M – 59
2015
Q4 		$2.74M Buy
+70,040
New +$2.82M 1.62% 21

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cumberland Advisors's RWX Position: Q1 2016 in Review

Cumberland Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2016, closing a stake of 70,040 shares — an estimated $2.74M sold.

Cumberland Advisors first reported a position in RWX in Q4 2015 and held it in 1 quarter. The position peaked at $2.74M in Q4 2015. 207 funds tracked by Wall St. Rank hold RWX as of Q1 2016.

  • Cumberland Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Cumberland Advisors sold 70,040 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2016, an estimated $2.74M.
  • Cumberland Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2015 and held it in 1 quarter.
  • Cumberland Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2.74M in Q4 2015.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2016.

Based on Cumberland Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.