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

Leonetti & 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
2017
Q1 		– Sell
-52,601
Closed -$1.9M – 43
2016
Q4 		$1.9M Sell
52,601
-449
-0.8% -$17.1K 0.56% 27
2016
Q3 		$2.21M Sell
53,050
-1,362
-3% -$57.3K 0.62% 31
2016
Q2 		$2.25M Sell
54,412
-627
-1% -$26.2K 0.65% 34
2016
Q1 		$2.28M Sell
55,039
-804
-1% -$31K 0.67% 32
2015
Q4 		$2.19M Buy
55,843
+292
+0.5% +$11.8K 0.65% 33
2015
Q3 		$2.19M Buy
55,551
+1,364
+3% +$55.6K 0.69% 33
2015
Q2 		$2.27M Sell
54,187
-157
-0.3% -$6.89K 0.65% 35
2015
Q1 		$2.35M Buy
54,344
+186
+0.3% +$8.09K 0.7% 34
2014
Q4 		$2.25M Buy
54,158
+6,814
+14% +$286K 0.7% 34
2014
Q3 		$1.96M Sell
47,344
-715
-1% -$31.4K 0.63% 33
2014
Q2 		$2.13M Sell
48,059
-640
-1% -$27.7K 0.73% 28
2014
Q1 		$2M Sell
48,699
-342
-0.7% -$13.9K 0.68% 30
2013
Q4 		$2.02M Sell
49,041
-688
-1% -$29K 0.7% 31
2013
Q3 		$2.1M Sell
49,729
-1,005
-2% -$41K 0.76% 33
2013
Q2 		$2.02M Buy
+50,734
New +$2.2M 0.77% 30

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Leonetti & Associates's RWX Position: Q1 2017 in Review

Leonetti & Associates sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2017, closing a stake of 52,601 shares — an estimated $1.9M sold.

Leonetti & Associates first reported a position in RWX in Q2 2013 and held it in 15 quarters. The position peaked at $2.35M in Q1 2015. 183 funds tracked by Wall St. Rank hold RWX as of Q1 2017.

  • Leonetti & Associates reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Leonetti & Associates sold 52,601 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2017, an estimated $1.9M.
  • Leonetti & Associates first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 15 quarters.
  • Leonetti & Associates's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2.35M in Q1 2015.
  • 183 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2017.

Based on Leonetti & Associates's 13F filing for Q1 2017, filed 4 May 2017.