FutureAdvisor’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

FutureAdvisor’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
2015 Q3	$3.84M	Buy	97,560 +7,713	+9%	+$314K	0.62%	31
2015 Q2	$3.77M	Sell	89,847 -16,460	-15%	-$723K	0.66%	29
2015 Q1	$4.6M	Sell	106,307 -5,296	-5%	-$230K	1.09%	27
2014 Q4	$4.65M	Buy	+111,603	New	+$4.68M	1.58%	20

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FutureAdvisor's RWX Position: Q3 2015 in Review

FutureAdvisor increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 8.6% in Q3 2015, buying an estimated $314K and bringing the position to 97,560 shares worth $3.84M. The position accounts for 0.62% of the portfolio, ranked #31.

FutureAdvisor first reported a position in RWX in Q4 2014 and has held it in 4 quarters since. The position peaked at $4.65M in Q4 2014. 205 funds tracked by Wall St. Rank hold RWX as of Q3 2015.

FutureAdvisor held 97,560 shares of State Street SPDR Dow Jones International Real Estate ETF worth $3.84M as of Q3 2015.
FutureAdvisor bought 7,713 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2015, an estimated $314K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.62% of FutureAdvisor's portfolio in Q3 2015, its #31 holding.
FutureAdvisor first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and has held it in 4 quarters since.
FutureAdvisor's State Street SPDR Dow Jones International Real Estate ETF position peaked at $4.65M in Q4 2014.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.