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

Forward 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
2016
Q4 		– Sell
-5,750
Closed -$240K – 236
2016
Q3 		$240K Sell
5,750
-24,250
-81% -$1.02M 0.02% 183
2016
Q2 		$1.24M Buy
+30,000
New +$1.26M 0.1% 98

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Forward Management's RWX Position: Q4 2016 in Review

Forward Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2016, closing a stake of 5,750 shares — an estimated $240K sold.

Forward Management first reported a position in RWX in Q2 2016 and held it in 2 quarters. The position peaked at $1.24M in Q2 2016. 191 funds tracked by Wall St. Rank hold RWX as of Q4 2016.

  • Forward Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Forward Management sold 5,750 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2016, an estimated $240K.
  • Forward Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • Forward Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.24M in Q2 2016.
  • 191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2016.

Based on Forward Management's 13F filing for Q4 2016, filed 2 Feb 2017.