JOYN Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

JOYN Advisors’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
2020 Q1	$5.95M	Buy	222,165 +199,207	+868%	+$7.06M	1.98%	11
2019 Q4	$891K	Buy	22,958 +11,453	+100%	+$461K	0.19%	32
2019 Q3	$455K	Buy	11,505 +3,140	+38%	+$122K	0.1%	51
2019 Q2	$316K	Buy	8,365 +653	+8%	+$25.3K	0.07%	81
2019 Q1	$303K	Buy	7,712 +1,635	+27%	+$62.3K	0.07%	71
2018 Q4	$215K	Sell	6,077 -1,714	-22%	-$63.2K	0.05%	106
2018 Q3	$298K	Buy	+7,791	New	+$305K	0.06%	99

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JOYN Advisors's RWX Position: Q1 2020 in Review

JOYN Advisors increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 868% in Q1 2020, buying an estimated $7.06M and bringing the position to 222,165 shares worth $5.95M. The position accounts for 1.98% of the portfolio, ranked #11.

JOYN Advisors first reported a position in RWX in Q3 2018 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

JOYN Advisors held 222,165 shares of State Street SPDR Dow Jones International Real Estate ETF worth $5.95M as of Q1 2020.
JOYN Advisors bought 199,207 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $7.06M.
State Street SPDR Dow Jones International Real Estate ETF made up 1.98% of JOYN Advisors's portfolio in Q1 2020, its #11 holding.
JOYN Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2018 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.