Founders Bank & Trust’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Founders Bank & Trust’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 Q4	$88K	Hold	2,120	–	–	0.05%	151
2014 Q3	$88K	Sell	2,120 -723	-25%	-$31.8K	0.05%	147
2014 Q2	$126K	Buy	2,843 +408	+17%	+$17.6K	0.07%	123
2014 Q1	$100K	Sell	2,435 -986	-29%	-$40.1K	0.06%	124
2013 Q4	$134K	Hold	3,421	–	–	0.08%	106
2013 Q3	$144K	Buy	3,421 +2	+0.1%	+$82	0.07%	97
2013 Q2	$136K	Buy	+3,419	New	+$148K	0.07%	96

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

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Founders Bank & Trust's RWX Position: Q4 2014 in Review

Founders Bank & Trust held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q4 2014 at 2,120 shares worth $88K. The position accounts for 0.05% of the portfolio, ranked #151.

Founders Bank & Trust first reported a position in RWX in Q2 2013 and has held it in 7 quarters since. The position peaked at $144K in Q3 2013. 213 funds tracked by Wall St. Rank hold RWX as of Q4 2014.

Founders Bank & Trust held 2,120 shares of State Street SPDR Dow Jones International Real Estate ETF worth $88K as of Q4 2014.
Founders Bank & Trust left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q4 2014.
State Street SPDR Dow Jones International Real Estate ETF made up 0.05% of Founders Bank & Trust's portfolio in Q4 2014, its #151 holding.
Founders Bank & Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $144K in Q3 2013.
213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.