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James Investment Research’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

James Investment Research’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
Q4 		– Sell
-189
Closed -$8K – 548
2013
Q3 		$8K Buy
+189
New +$7.71K ﹤0.01% 501

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

James Investment Research's RWX Position: Q4 2013 in Review

James Investment Research sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2013, closing a stake of 189 shares — an estimated $8K sold.

James Investment Research first reported a position in RWX in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2013.

  • James Investment Research reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • James Investment Research sold 189 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2013, an estimated $8K.
  • James Investment Research first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2013 and held it in 1 quarter.
  • James Investment Research's State Street SPDR Dow Jones International Real Estate ETF position peaked at $8K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2013.

Based on James Investment Research's 13F filing for Q4 2013, filed 23 Jan 2014.