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Loeb Partners Corp’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Loeb Partners Corp’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
2013
Q4 		– Sell
-12,000
Closed -$506K – 203
2013
Q3 		$506K Hold
12,000
– – 0.17% 113
2013
Q2 		$479K Buy
+12,000
New +$520K 0.18% 110

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Loeb Partners Corp's RWX Position: Q4 2013 in Review

Loeb Partners Corp sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2013, closing a stake of 12,000 shares — an estimated $506K sold.

Loeb Partners Corp first reported a position in RWX in Q2 2013 and held it in 2 quarters. The position peaked at $506K in Q3 2013. 181 funds tracked by Wall St. Rank hold RWX as of Q4 2013.

  • Loeb Partners Corp reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • Loeb Partners Corp sold 12,000 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2013, an estimated $506K.
  • Loeb Partners Corp first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 2 quarters.
  • Loeb Partners Corp's State Street SPDR Dow Jones International Real Estate ETF position peaked at $506K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2013.

Based on Loeb Partners Corp's 13F filing for Q4 2013, filed 13 Feb 2014.