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

Cypress Wealth 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 Q4	–	Sell	-6,014	Closed	-$251K	–	217
2016 Q3	$251K	Hold	6,014	–	–	0.11%	154
2016 Q2	$249K	Sell	6,014 -735	-11%	-$30.8K	0.12%	150
2016 Q1	$280K	Hold	6,749	–	–	0.13%	138
2015 Q4	$264K	Hold	6,749	–	–	0.13%	140
2015 Q3	$266K	Hold	6,749	–	–	0.14%	141
2015 Q2	$283K	Buy	+6,749	New	+$296K	0.17%	116

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Wealth Advisors's RWX Position: Q4 2016 in Review

Cypress Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2016, closing a stake of 6,014 shares — an estimated $251K sold.

Cypress Wealth Advisors first reported a position in RWX in Q2 2015 and held it in 6 quarters. The position peaked at $283K in Q2 2015. 191 funds tracked by Wall St. Rank hold RWX as of Q4 2016.

Cypress Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Cypress Wealth Advisors sold 6,014 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2016, an estimated $251K.
Cypress Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2015 and held it in 6 quarters.
Cypress Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $283K in Q2 2015.
191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2016.

Based on Cypress Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.