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

First Heartland Consultants’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
2014 Q3	–	Sell	-4,769	Closed	-$211K	–	266
2014 Q2	$211K	Sell	4,769 -1,312	-22%	-$56.7K	0.1%	224
2014 Q1	$250K	Buy	+6,081	New	+$247K	0.12%	197
2013 Q3	–	Sell	-7,172	Closed	-$286K	–	340
2013 Q2	$286K	Buy	+7,172	New	+$311K	0.17%	161

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Heartland Consultants's RWX Position: Q3 2014 in Review

First Heartland Consultants sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2014, closing a stake of 4,769 shares — an estimated $211K sold.

First Heartland Consultants first reported a position in RWX in Q2 2013 and held it in 3 quarters. The position peaked at $286K in Q2 2013. 202 funds tracked by Wall St. Rank hold RWX as of Q3 2014.

First Heartland Consultants reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2014 after selling out during the quarter.
First Heartland Consultants sold 4,769 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2014, an estimated $211K.
First Heartland Consultants first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 3 quarters.
First Heartland Consultants's State Street SPDR Dow Jones International Real Estate ETF position peaked at $286K in Q2 2013.
202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2014.

Based on First Heartland Consultants's 13F filing for Q3 2014, filed 13 Nov 2014.