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Klingman & Associates’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Klingman & Associates’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 		– Sell
-7,130
Closed -$277K – 136
2019
Q4 		$277K Buy
7,130
+27
+0.4% +$1.09K 0.05% 111
2019
Q3 		$281K Sell
7,103
-371
-5% -$14.4K 0.05% 102
2019
Q2 		$290K Sell
7,474
-1,996
-21% -$77.5K 0.05% 96
2019
Q1 		$372K Buy
9,470
+6
+0.1% +$229 0.07% 84
2018
Q4 		$334K Sell
9,464
-2,438
-20% -$89.9K 0.08% 82
2018
Q3 		$455K Buy
11,902
+13
+0.1% +$508 0.09% 68
2018
Q2 		$465K Buy
11,889
+12
+0.1% +$481 0.1% 69
2018
Q1 		$475K Buy
11,877
+6
+0.1% +$242 0.11% 64
2017
Q4 		$481K Buy
11,871
+307
+3% +$12K 0.11% 70
2017
Q3 		$444K Sell
11,564
-389
-3% -$15.1K 0.11% 63
2017
Q2 		$455K Sell
11,953
-1,588
-12% -$61.4K 0.12% 61
2017
Q1 		$506K Buy
13,541
+7
+0.1% +$259 0.14% 57
2016
Q4 		$488K Sell
13,534
-3,953
-23% -$151K 0.15% 56
2016
Q3 		$729K Sell
17,487
-158
-0.9% -$6.64K 0.22% 44
2016
Q2 		$731K Sell
17,645
-230
-1% -$9.62K 0.24% 41
2016
Q1 		$741K Buy
17,875
+281
+2% +$10.8K 0.27% 43
2015
Q4 		$688K Buy
17,594
+7
+0% +$282 0.26% 44
2015
Q3 		$691K Buy
17,587
+20
+0.1% +$815 0.27% 44
2015
Q2 		$735K Buy
17,567
+4
+0% +$176 0.29% 39
2015
Q1 		$761K Buy
17,563
+773
+5% +$33.6K 0.31% 39
2014
Q4 		$697K Buy
+16,790
New +$704K 0.29% 41

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Klingman & Associates's RWX Position: Q1 2020 in Review

Klingman & Associates sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 7,130 shares — an estimated $277K sold.

Klingman & Associates first reported a position in RWX in Q4 2014 and held it in 21 quarters. The position peaked at $761K in Q1 2015. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

  • Klingman & Associates reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Klingman & Associates sold 7,130 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $277K.
  • Klingman & Associates first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 21 quarters.
  • Klingman & Associates's State Street SPDR Dow Jones International Real Estate ETF position peaked at $761K in Q1 2015.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on Klingman & Associates's 13F filing for Q1 2020, filed 29 Apr 2020.