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

Fortis 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
2017
Q4 		– Sell
-373
Closed -$14K – 299
2017
Q3 		$14K Buy
+373
New +$14.5K 0.01% 220

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Fortis Advisors's RWX Position: Q4 2017 in Review

Fortis Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2017, closing a stake of 373 shares — an estimated $14K sold.

Fortis Advisors first reported a position in RWX in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 221 funds tracked by Wall St. Rank hold RWX as of Q4 2017.

  • Fortis Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Fortis Advisors sold 373 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2017, an estimated $14K.
  • Fortis Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2017 and held it in 1 quarter.
  • Fortis Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $14K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2017.

Based on Fortis Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.