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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Architects (New Jersey)'s RWX Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2019, closing a stake of 74 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in RWX in Q2 2013 and held it in 8 quarters. The position peaked at $18K in Q3 2013. 203 funds tracked by Wall St. Rank hold RWX as of Q3 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 74 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2019, an estimated $3K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 8 quarters.
Financial Architects (New Jersey)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $18K in Q3 2013.
203 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.