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

Freedom Investment 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
2018
Q1 		– Sell
-21,199
Closed -$858K – 1197
2017
Q4 		$858K Buy
21,199
+918
+5% +$35.8K 0.04% 417
2017
Q3 		$778K Buy
20,281
+484
+2% +$18.8K 0.04% 428
2017
Q2 		$754K Sell
19,797
-14
-0.1% -$541 0.04% 413
2017
Q1 		$741K Buy
19,811
+1,879
+10% +$69.6K 0.04% 398
2016
Q4 		$647K Buy
17,932
+132
+0.7% +$5.03K 0.04% 404
2016
Q3 		$742K Buy
17,800
+1,673
+10% +$70.3K 0.05% 336
2016
Q2 		$668K Buy
16,127
+1,176
+8% +$49.2K 0.05% 335
2016
Q1 		$620K Sell
14,951
-589
-4% -$22.7K 0.04% 332
2015
Q4 		$608K Buy
15,540
+8,440
+119% +$340K 0.05% 335
2015
Q3 		$644K Sell
7,100
-7,920
-53% -$323K 0.07% 259
2015
Q2 		$629K Buy
15,020
+630
+4% +$27.7K 0.06% 273
2015
Q1 		$623K Buy
14,390
+292
+2% +$12.7K 0.07% 249
2014
Q4 		$586K Buy
14,098
+46
+0.3% +$1.93K 0.08% 246
2014
Q3 		$582K Buy
14,052
+707
+5% +$31.1K 0.1% 204
2014
Q2 		$590K Sell
13,345
-170
-1% -$7.35K 0.1% 192
2014
Q1 		$556K Sell
13,515
-351
-3% -$14.3K 0.12% 166
2013
Q4 		$571K Sell
13,866
-727
-5% -$30.6K 0.14% 132
2013
Q3 		$615K Sell
14,593
-838
-5% -$34.2K 0.18% 94
2013
Q2 		$616K Buy
+15,431
New +$668K 0.21% 82

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedom Investment Management's RWX Position: Q1 2018 in Review

Freedom Investment Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2018, closing a stake of 21,199 shares — an estimated $858K sold.

Freedom Investment Management first reported a position in RWX in Q2 2013 and held it in 19 quarters. The position peaked at $858K in Q4 2017. 219 funds tracked by Wall St. Rank hold RWX as of Q1 2018.

  • Freedom Investment Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 21,199 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2018, an estimated $858K.
  • Freedom Investment Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $858K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.