Financial Consulate’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Financial Consulate’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 Q1	–	Sell	-38,066	Closed	-$1.34M	–	113
2018 Q4	$1.34M	Sell	38,066 -5,417	-12%	-$200K	0.81%	34
2018 Q3	$1.66M	Buy	43,483 +556	+1%	+$21.7K	0.95%	27
2018 Q2	$1.68M	Buy	42,927 +404	+1%	+$16.2K	0.85%	28
2018 Q1	$1.7M	Buy	42,523 +5,216	+14%	+$210K	0.9%	27
2017 Q4	$1.51M	Buy	37,307 +128	+0.3%	+$5K	0.77%	33
2017 Q3	$1.43M	Buy	37,179 +439	+1%	+$17K	0.78%	35
2017 Q2	$1.4M	Buy	36,740 +528	+1%	+$20.4K	0.82%	32
2017 Q1	$1.35M	Buy	36,212 +15,571	+75%	+$577K	0.86%	30
2016 Q4	$745K	Buy	+20,641	New	+$787K	0.54%	39

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

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

MFM

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Financial Consulate's RWX Position: Q1 2019 in Review

Financial Consulate sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2019, closing a stake of 38,066 shares — an estimated $1.34M sold.

Financial Consulate first reported a position in RWX in Q4 2016 and held it in 9 quarters. The position peaked at $1.7M in Q1 2018. 217 funds tracked by Wall St. Rank hold RWX as of Q1 2019.

Financial Consulate reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Financial Consulate sold 38,066 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2019, an estimated $1.34M.
Financial Consulate first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2016 and held it in 9 quarters.
Financial Consulate's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.7M in Q1 2018.
217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2019.

Based on Financial Consulate's 13F filing for Q1 2019, filed 1 May 2019.