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Litman Gregory Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Litman Gregory Wealth Management’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
2019
Q1 		– Sell
-2,927
Closed -$103K – 145
2018
Q4 		$103K Buy
+2,927
New +$108K 0.03% 53

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's RWX Position: Q1 2019 in Review

Litman Gregory Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2019, closing a stake of 2,927 shares — an estimated $103K sold.

Litman Gregory Wealth Management first reported a position in RWX in Q4 2018 and held it in 1 quarter. The position peaked at $103K in Q4 2018. 217 funds tracked by Wall St. Rank hold RWX as of Q1 2019.

  • Litman Gregory Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,927 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2019, an estimated $103K.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $103K in Q4 2018.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2019, filed 30 Apr 2019.