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

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 $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

MFM

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

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

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

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

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

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

Frontier Wealth Management's RWX Position: Q2 2019 in Review

Frontier Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2019, closing a stake of 6,393 shares — an estimated $251K sold.

Frontier Wealth Management first reported a position in RWX in Q1 2015 and held it in 16 quarters. The position peaked at $307K in Q4 2015. 207 funds tracked by Wall St. Rank hold RWX as of Q2 2019.

Frontier Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Frontier Wealth Management sold 6,393 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2019, an estimated $251K.
Frontier Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2015 and held it in 16 quarters.
Frontier Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $307K in Q4 2015.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.