FANJ
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Financial Architects (New Jersey)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-74
Closed -$3K – 1148
2019
Q2 		$3K Buy
+74
New +$2.87K ﹤0.01% 1063
2015
Q3 		– Sell
-200
Closed -$8K – 761
2015
Q2 		$8K Hold
200
– – ﹤0.01% 851
2015
Q1 		$9K Hold
200
– – ﹤0.01% 752
2014
Q4 		$8K Hold
200
– – ﹤0.01% 724
2014
Q3 		$8K Hold
200
– – ﹤0.01% 659
2014
Q2 		$9K Buy
+200
New +$8.64K ﹤0.01% 665
2013
Q4 		– Sell
-430
Closed -$18K – 468
2013
Q3 		$18K Hold
430
– – 0.01% 412
2013
Q2 		$17K Buy
+430
New +$18.6K 0.01% 390

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return