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FWM
Frontier Wealth Management’s
State Street SPDR Dow Jones International Real Estate ETF
RWX
Stock Holding History
Frontier Wealth Management’s Portfolio
RWX Stock Details
RWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-6,393
Closed
-$251K
–
356
2019
Q1
$251K
Buy
6,393
+166
+3%
+$6.33K
0.03%
305
2018
Q4
$220K
Buy
6,227
+57
+0.9%
+$2.1K
0.03%
314
2018
Q3
$236K
Sell
6,170
-651
-10%
-$25.4K
0.02%
342
2018
Q2
$267K
Buy
6,821
+49
+0.7%
+$1.97K
0.04%
304
2018
Q1
$271K
Buy
6,772
+177
+3%
+$7.13K
0.04%
316
2017
Q4
$267K
Buy
6,595
+28
+0.4%
+$1.09K
0.04%
285
2017
Q3
$252K
Buy
6,567
+46
+0.7%
+$1.78K
0.04%
324
2017
Q2
$248K
Buy
6,521
+51
+0.8%
+$1.97K
0.04%
330
2017
Q1
$242K
Buy
6,470
+28
+0.4%
+$1.04K
0.04%
333
2016
Q4
$232K
Buy
6,442
+308
+5%
+$11.7K
0.04%
332
2016
Q3
$256K
Buy
+6,134
New
+$258K
0.04%
310
2016
Q2
–
Sell
-6,083
Closed
-$252K
–
358
2016
Q1
$252K
Sell
6,083
-1,770
-23%
-$68.2K
0.02%
284
2015
Q4
$307K
Buy
7,853
+61
+0.8%
+$2.46K
0.05%
252
2015
Q3
$307K
Buy
7,792
+1,823
+31%
+$74.3K
0.05%
255
2015
Q2
$250K
Buy
5,969
+17
+0.3%
+$746
0.04%
287
2015
Q1
$258K
Buy
+5,952
New
+$259K
0.04%
247
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
MFM
MD Financial Management
Ottawa, Ontario, Canada
$4.15B AUM
11.74%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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