Juncture Wealth Strategies’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Juncture Wealth Strategies’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
2016 Q4	–	Sell	-16,074	Closed	-$670K	–	87
2016 Q3	$670K	Sell	16,074 -931	-5%	-$39.1K	0.45%	52
2016 Q2	$705K	Sell	17,005 -12,795	-43%	-$535K	0.5%	47
2016 Q1	$1.24M	Sell	29,800 -341	-1%	-$13.1K	0.91%	25
2015 Q4	$1.18M	Sell	30,141 -2,681	-8%	-$108K	0.88%	23
2015 Q3	$1.29M	Sell	32,822 -1,349	-4%	-$55K	1.05%	20
2015 Q2	$1.43M	Buy	34,171 +660	+2%	+$29K	1.16%	22
2015 Q1	$1.45M	Sell	33,511 -31,993	-49%	-$1.39M	1.19%	22
2014 Q4	$2.73M	Buy	+65,504	New	+$2.75M	1.31%	18

Other funds holding RWX

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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Juncture Wealth Strategies's RWX Position: Q4 2016 in Review

Juncture Wealth Strategies sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2016, closing a stake of 16,074 shares — an estimated $670K sold.

Juncture Wealth Strategies first reported a position in RWX in Q4 2014 and held it in 8 quarters. The position peaked at $2.73M in Q4 2014. 191 funds tracked by Wall St. Rank hold RWX as of Q4 2016.

Juncture Wealth Strategies reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Juncture Wealth Strategies sold 16,074 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2016, an estimated $670K.
Juncture Wealth Strategies first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 8 quarters.
Juncture Wealth Strategies's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2.73M in Q4 2014.
191 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2016.

Based on Juncture Wealth Strategies's 13F filing for Q4 2016, filed 17 Jan 2017.