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Holistic Financial Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-1,261
Closed -$50K – 293
2018
Q1 		$50K Hold
1,261
– – 0.04% 200
2017
Q4 		$51K Buy
+1,261
New +$49.2K 0.04% 200

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Holistic Financial Partners's RWX Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2018, closing a stake of 1,261 shares — an estimated $50K sold.

Holistic Financial Partners first reported a position in RWX in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 225 funds tracked by Wall St. Rank hold RWX as of Q2 2018.

  • Holistic Financial Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,261 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2018, an estimated $50K.
  • Holistic Financial Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $51K in Q4 2017.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.