LPT
RWX icon

Legacy Private Trust’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Legacy Private Trust’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
2017
Q2 		– Sell
-13,749
Closed -$514K – 245
2017
Q1 		$514K Buy
+13,749
New +$509K 0.07% 177
2016
Q2 		– Sell
-5,366
Closed -$222K – 243
2016
Q1 		$222K Sell
5,366
-67
-1% -$2.58K 0.03% 220
2015
Q4 		$213K Buy
+5,433
New +$219K 0.03% 224
2014
Q3 		– Sell
-5,908
Closed -$261K – 266
2014
Q2 		$261K Buy
+5,908
New +$255K 0.04% 223

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Private Trust's RWX Position: Q2 2017 in Review

Legacy Private Trust sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2017, closing a stake of 13,749 shares — an estimated $514K sold.

Legacy Private Trust first reported a position in RWX in Q2 2014 and held it in 4 quarters. The position peaked at $514K in Q1 2017. 182 funds tracked by Wall St. Rank hold RWX as of Q2 2017.

  • Legacy Private Trust reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Legacy Private Trust sold 13,749 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2017, an estimated $514K.
  • Legacy Private Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2014 and held it in 4 quarters.
  • Legacy Private Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $514K in Q1 2017.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2017.

Based on Legacy Private Trust's 13F filing for Q2 2017, filed 14 Jul 2017.