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First Foundation Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

First Foundation Advisors’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
2013
Q4 		– Sell
-12,063
Closed -$508K – 206
2013
Q3 		$508K Buy
+12,063
New +$492K 0.08% 93

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

First Foundation Advisors's RWX Position: Q4 2013 in Review

First Foundation Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2013, closing a stake of 12,063 shares — an estimated $508K sold.

First Foundation Advisors first reported a position in RWX in Q3 2013 and held it in 1 quarter. The position peaked at $508K in Q3 2013. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2013.

  • First Foundation Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • First Foundation Advisors sold 12,063 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2013, an estimated $508K.
  • First Foundation Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2013 and held it in 1 quarter.
  • First Foundation Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $508K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2013.

Based on First Foundation Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.