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

KCS Wealth Advisory’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
2019
Q4 		– Sell
-53
Closed -$2.1K – 355
2019
Q3 		$2.1K Buy
+53
New +$2.06K ﹤0.01% 419

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCS Wealth Advisory's RWX Position: Q4 2019 in Review

KCS Wealth Advisory sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2019, closing a stake of 53 shares — an estimated $2.1K sold.

KCS Wealth Advisory first reported a position in RWX in Q3 2019 and held it in 1 quarter. The position peaked at $2.1K in Q3 2019. 224 funds tracked by Wall St. Rank hold RWX as of Q4 2019.

  • KCS Wealth Advisory reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 53 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2019, an estimated $2.1K.
  • KCS Wealth Advisory first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2.1K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.