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Krilogy Financial’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Krilogy Financial’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
Q3 		– Sell
-175
Closed -$7K – 767
2016
Q2 		$7K Hold
175
– – ﹤0.01% 581
2016
Q1 		$7K Hold
175
– – ﹤0.01% 510
2015
Q4 		$7K Hold
175
– – 0.01% 294
2015
Q3 		$7K Buy
+175
New +$7.13K ﹤0.01% 432

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Krilogy Financial's RWX Position: Q3 2016 in Review

Krilogy Financial sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2016, closing a stake of 175 shares — an estimated $7K sold.

Krilogy Financial first reported a position in RWX in Q3 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2016. 206 funds tracked by Wall St. Rank hold RWX as of Q3 2016.

  • Krilogy Financial reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Krilogy Financial sold 175 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2016, an estimated $7K.
  • Krilogy Financial first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2015 and held it in 4 quarters.
  • Krilogy Financial's State Street SPDR Dow Jones International Real Estate ETF position peaked at $7K in Q2 2016.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2016.

Based on Krilogy Financial's 13F filing for Q3 2016, filed 15 Nov 2016.