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

Foundations Investment 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
2019 Q3	–	Sell	-22,869	Closed	-$905K	–	137
2019 Q2	$905K	Sell	22,869 -60,240	-72%	-$2.34M	0.14%	57
2019 Q1	$3.27M	Buy	83,109 +51,083	+160%	+$1.95M	0.57%	22
2018 Q4	$1.25M	Buy	+32,026	New	+$1.18M	0.26%	24
2018 Q3	–	Sell	-13,061	Closed	-$511K	–	106
2018 Q2	$511K	Buy	+13,061	New	+$524K	0.14%	56

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Foundations Investment Advisors's RWX Position: Q3 2019 in Review

Foundations Investment Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2019, closing a stake of 22,869 shares — an estimated $905K sold.

Foundations Investment Advisors first reported a position in RWX in Q2 2018 and held it in 4 quarters. The position peaked at $3.27M in Q1 2019. 203 funds tracked by Wall St. Rank hold RWX as of Q3 2019.

Foundations Investment Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2019 after selling out during the quarter.
Foundations Investment Advisors sold 22,869 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2019, an estimated $905K.
Foundations Investment Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2018 and held it in 4 quarters.
Foundations Investment Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $3.27M in Q1 2019.
203 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2019.

Based on Foundations Investment Advisors's 13F filing for Q3 2019, filed 7 Oct 2019.