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

Financial Gravity Asset Management’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 Q4	$1K	Sell	33 -162	-83%	-$6.52K	﹤0.01%	1351
2019 Q3	$8K	Hold	195	–	–	0.01%	644
2019 Q2	$8K	Hold	195	–	–	0.01%	633
2019 Q1	$8K	Buy	+195	New	+$7.43K	0.01%	604

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 $3.37T AUM 44.26% 1-Year Est. Return

MFM

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's RWX Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 83% in Q4 2019, selling an estimated $6.52K and leaving 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Financial Gravity Asset Management first reported a position in RWX in Q1 2019 and has held it in 4 quarters since. The position peaked at $8K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWX as of Q4 2019.

Financial Gravity Asset Management held 33 shares of State Street SPDR Dow Jones International Real Estate ETF worth $1K as of Q4 2019.
Financial Gravity Asset Management sold 162 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2019, an estimated $6.52K.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1351 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2019 and has held it in 4 quarters since.
Financial Gravity Asset Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $8K in Q3 2019.
224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.