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Institute for Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Institute for Wealth Management’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
2013
Q3 		– Sell
-240
Closed -$10K – 106
2013
Q2 		$10K Buy
+240
New +$10.4K 0.01% 88

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institute for Wealth Management's RWX Position: Q3 2013 in Review

Institute for Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2013, closing a stake of 240 shares — an estimated $10K sold.

Institute for Wealth Management first reported a position in RWX in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 171 funds tracked by Wall St. Rank hold RWX as of Q3 2013.

  • Institute for Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 240 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2013, an estimated $10K.
  • Institute for Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $10K in Q2 2013.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.