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Greenwood Capital Associates’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Greenwood Capital Associates’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
2016
Q4 		– Sell
-6,053
Closed -$252K – 197
2016
Q3 		$252K Sell
6,053
-20
-0.3% -$841 0.08% 136
2016
Q2 		$252K Sell
6,073
-118
-2% -$4.94K 0.08% 138
2016
Q1 		$257K Buy
6,191
+240
+4% +$9.25K 0.08% 141
2015
Q4 		$233K Sell
5,951
-1,537
-21% -$61.9K 0.08% 141
2015
Q3 		$295K Sell
7,488
-270
-3% -$11K 0.1% 109
2015
Q2 		$324K Sell
7,758
-9,838
-56% -$432K 0.1% 107
2015
Q1 		$762K Buy
17,596
+20
+0.1% +$870 0.22% 83
2014
Q4 		$731K Sell
17,576
-673
-4% -$28.2K 0.21% 81
2014
Q3 		$756K Buy
18,249
+133
+0.7% +$5.85K 0.23% 80
2014
Q2 		$801K Buy
18,116
+1,309
+8% +$56.6K 0.25% 84
2014
Q1 		$692K Buy
16,807
+1,670
+11% +$67.9K 0.22% 85
2013
Q4 		$624K Buy
15,137
+2,275
+18% +$95.8K 0.19% 93
2013
Q3 		$542K Buy
+12,862
New +$524K 0.19% 90

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenwood Capital Associates's RWX Position: Q4 2016 in Review

Greenwood Capital Associates sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2016, closing a stake of 6,053 shares — an estimated $252K sold.

Greenwood Capital Associates first reported a position in RWX in Q3 2013 and held it in 13 quarters. The position peaked at $801K in Q2 2014. 191 funds tracked by Wall St. Rank hold RWX as of Q4 2016.

  • Greenwood Capital Associates reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Greenwood Capital Associates sold 6,053 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2016, an estimated $252K.
  • Greenwood Capital Associates first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2013 and held it in 13 quarters.
  • Greenwood Capital Associates's State Street SPDR Dow Jones International Real Estate ETF position peaked at $801K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2016.

Based on Greenwood Capital Associates's 13F filing for Q4 2016, filed 13 Feb 2017.