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

Forvis Mazars Wealth 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
2018 Q3	–	Sell	-10,265	Closed	-$402K	–	243
2018 Q2	$402K	Hold	10,265	–	–	0.04%	167
2018 Q1	$411K	Hold	10,265	–	–	0.04%	168
2017 Q4	$416K	Buy	+10,265	New	+$401K	0.04%	170

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

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

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

MFM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Forvis Mazars Wealth Advisors's RWX Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2018, closing a stake of 10,265 shares — an estimated $402K sold.

Forvis Mazars Wealth Advisors first reported a position in RWX in Q4 2017 and held it in 3 quarters. The position peaked at $416K in Q4 2017. 207 funds tracked by Wall St. Rank hold RWX as of Q3 2018.

Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 10,265 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2018, an estimated $402K.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2017 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $416K in Q4 2017.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.