High Point Bank & Trust’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

High Point Bank & Trust’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	$27K	Sell	731 -3,112	-81%	-$119K	0.01%	271
2016 Q3	$160K	Sell	3,843 -157	-4%	-$6.6K	0.04%	144
2016 Q2	$166K	Sell	4,000 -2,543	-39%	-$106K	0.05%	139
2016 Q1	$271K	Sell	6,543 -666	-9%	-$25.7K	0.07%	117
2015 Q4	$282K	Sell	7,209 -920	-11%	-$37.1K	0.07%	111
2015 Q3	$320K	Sell	8,129 -195	-2%	-$7.95K	0.09%	117
2015 Q2	$349K	Sell	8,324 -86	-1%	-$3.78K	0.1%	116
2015 Q1	$364K	Buy	8,410 +1,454	+21%	+$63.3K	0.11%	119
2014 Q4	$289K	Sell	6,956 -2,063	-23%	-$86.5K	0.1%	126
2014 Q3	$373K	Buy	9,019 +22	+0.2%	+$968	0.12%	115
2014 Q2	$398K	Buy	8,997 +1,064	+13%	+$46K	0.13%	113
2014 Q1	$326K	Buy	7,933 +61	+0.8%	+$2.48K	0.11%	121
2013 Q4	$324K	Buy	7,872 +1,477	+23%	+$62.2K	0.11%	118
2013 Q3	$269K	Buy	6,395 +2,046	+47%	+$83.4K	0.09%	128
2013 Q2	$174K	Buy	+4,349	New	+$188K	0.06%	148

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Point Bank & Trust's RWX Position: Q4 2016 in Review

High Point Bank & Trust reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 81% in Q4 2016, selling an estimated $119K and leaving 731 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #271.

High Point Bank & Trust first reported a position in RWX in Q2 2013 and has held it in 15 quarters since. The position peaked at $398K in Q2 2014. 191 funds tracked by Wall St. Rank hold RWX as of Q4 2016.

High Point Bank & Trust held 731 shares of State Street SPDR Dow Jones International Real Estate ETF worth $27K as of Q4 2016.
High Point Bank & Trust sold 3,112 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2016, an estimated $119K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #271 holding.
High Point Bank & Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 15 quarters since.
High Point Bank & Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $398K 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 High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.