HR
IPW

Howe & Rusling’s SPDR S&P International Energy Sector IPW Stock Holding History

Howe & Rusling’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-310
Closed -$8K – 942
2013
Q3 		$8K Hold
310
– – ﹤0.01% 639
2013
Q2 		$7K Buy
+310
New +$7.55K ﹤0.01% 677

Other funds holding IPW

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's IPW Position: Q4 2013 in Review

Howe & Rusling sold out of SPDR S&P International Energy Sector (IPW) in Q4 2013, closing a stake of 310 shares — an estimated $8K sold.

Howe & Rusling first reported a position in IPW in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 14 funds tracked by Wall St. Rank hold IPW as of Q4 2013.

  • Howe & Rusling reported no remaining SPDR S&P International Energy Sector position as of Q4 2013 after selling out during the quarter.
  • Howe & Rusling sold 310 SPDR S&P International Energy Sector shares in Q4 2013, an estimated $8K.
  • Howe & Rusling first reported a position in SPDR S&P International Energy Sector in Q2 2013 and held it in 2 quarters.
  • Howe & Rusling's SPDR S&P International Energy Sector position peaked at $8K in Q3 2013.
  • 14 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q4 2013.

Based on Howe & Rusling's 13F filing for Q4 2013, filed 7 Feb 2014.