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

Lee 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
2018
Q3 		– Sell
-3,296
Closed -$129K – 664
2018
Q2 		$129K Buy
3,296
+102
+3% +$4.09K 0.03% 192
2018
Q1 		$128K Sell
3,194
-3,224
-50% -$130K 0.03% 190
2017
Q4 		$260K Buy
6,418
+3,232
+101% +$126K 0.08% 108
2017
Q3 		$122K Hold
3,186
– – 0.04% 133
2017
Q2 		$121K Buy
+3,186
New +$123K 0.04% 139

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
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

Lee Financial's RWX Position: Q3 2018 in Review

Lee Financial sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2018, closing a stake of 3,296 shares — an estimated $129K sold.

Lee Financial first reported a position in RWX in Q2 2017 and held it in 5 quarters. The position peaked at $260K in Q4 2017. 207 funds tracked by Wall St. Rank hold RWX as of Q3 2018.

  • Lee Financial reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 3,296 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2018, an estimated $129K.
  • Lee Financial first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2017 and held it in 5 quarters.
  • Lee Financial's State Street SPDR Dow Jones International Real Estate ETF position peaked at $260K in Q4 2017.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.