Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021 Q3	–	Sell	-3,498	Closed	-$128K	–	907
2021 Q2	$128K	Buy	+3,498	New	+$128K	﹤0.01%	366
2021 Q1	–	Sell	-1,300	Closed	-$44K	–	617
2020 Q4	$44K	Sell	1,300 -2,195	-63%	-$69.6K	﹤0.01%	442
2020 Q3	$104K	Buy	+3,495	New	+$105K	﹤0.01%	318
2016 Q3	–	Sell	-300	Closed	-$12K	–	639
2016 Q2	$12K	Buy	+300	New	+$12.6K	﹤0.01%	528

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RWX Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2021, closing a stake of 3,498 shares — an estimated $128K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RWX in Q2 2016 and held it in 4 quarters. The position peaked at $128K in Q2 2021. 172 funds tracked by Wall St. Rank hold RWX as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,498 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2021, an estimated $128K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2016 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $128K in Q2 2021.
172 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.