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

Intellectus 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
Q4 		– Sell
-273
Closed -$10K – 457
2018
Q3 		$10K Hold
273
– – ﹤0.01% 473
2018
Q2 		$11K Buy
+273
New +$11K ﹤0.01% 467

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intellectus Partners's RWX Position: Q4 2018 in Review

Intellectus Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2018, closing a stake of 273 shares — an estimated $10K sold.

Intellectus Partners first reported a position in RWX in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 215 funds tracked by Wall St. Rank hold RWX as of Q4 2018.

  • Intellectus Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 273 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2018, an estimated $10K.
  • Intellectus Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • Intellectus Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $11K in Q2 2018.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.