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EFG Asset Management (Americas)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

EFG Asset Management (Americas)’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
2020
Q3 		– Sell
-7,940
Closed -$229K – 148
2020
Q2 		$229K Sell
7,940
-1,801
-18% -$50.9K 0.06% 119
2020
Q1 		$261K Sell
9,741
-1,173
-11% -$41.6K 0.08% 110
2019
Q4 		$423K Buy
10,914
+3,173
+41% +$128K 0.11% 108
2019
Q3 		$306K Sell
7,741
-5,123
-40% -$199K 0.09% 104
2019
Q2 		$498K Buy
12,864
+1,837
+17% +$71.3K 0.14% 97
2019
Q1 		$433K Buy
11,027
+3,241
+42% +$124K 0.13% 97
2018
Q4 		$275K Buy
7,786
+201
+3% +$7.41K 0.1% 100
2018
Q3 		$290K Buy
7,585
+167
+2% +$6.53K 0.08% 106
2018
Q2 		$290K Buy
7,418
+1,573
+27% +$63.1K 0.09% 112
2018
Q1 		$233K Sell
5,845
-1,292
-18% -$52.1K 0.1% 112
2017
Q4 		$289K Sell
7,137
-116
-2% -$4.53K 0.1% 118
2017
Q3 		$278K Buy
7,253
+364
+5% +$14.1K 0.11% 126
2017
Q2 		$262K Buy
+6,889
New +$266K 0.1% 125
2016
Q4 		– Sell
-8,120
Closed -$339K – 123
2016
Q3 		$339K Buy
8,120
+1,781
+28% +$74.9K 0.14% 87
2016
Q2 		$263K Sell
6,339
-1,032
-14% -$43.2K 0.12% 83
2016
Q1 		$306K Buy
+7,371
New +$284K 0.15% 78
2015
Q4 		– Sell
-7,932
Closed -$312K – 86
2015
Q3 		$312K Buy
7,932
+1,530
+24% +$62.3K 0.19% 74
2015
Q2 		$278K Buy
6,402
+9
+0.1% +$395 0.17% 83
2015
Q1 		$277K Buy
6,393
+138
+2% +$6K 0.22% 63
2014
Q4 		$260K Buy
6,255
+1,790
+40% +$75K 0.16% 84
2014
Q3 		$185K Sell
4,465
-4,177
-48% -$184K 0.18% 37
2014
Q2 		$382K Buy
8,642
+468
+6% +$20.2K 0.34% 15
2014
Q1 		$337K Buy
8,174
+914
+13% +$37.1K 0.28% 17
2013
Q4 		$299K Buy
+7,260
New +$306K 0.26% 23

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

EFG Asset Management (Americas)'s RWX Position: Q3 2020 in Review

EFG Asset Management (Americas) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2020, closing a stake of 7,940 shares — an estimated $229K sold.

EFG Asset Management (Americas) first reported a position in RWX in Q4 2013 and held it in 24 quarters. The position peaked at $498K in Q2 2019. 167 funds tracked by Wall St. Rank hold RWX as of Q3 2020.

  • EFG Asset Management (Americas) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 7,940 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2020, an estimated $229K.
  • EFG Asset Management (Americas) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2013 and held it in 24 quarters.
  • EFG Asset Management (Americas)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $498K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2020, filed 6 Nov 2020.