Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Luther King Capital Management (LKCM)’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
2014
Q3 		– Sell
-11,000
Closed -$487K – 578
2014
Q2 		$487K Buy
+11,000
New +$475K ﹤0.01% 453

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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luther King Capital Management (LKCM)'s RWX Position: Q3 2014 in Review

Luther King Capital Management (LKCM) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2014, closing a stake of 11,000 shares — an estimated $487K sold.

Luther King Capital Management (LKCM) first reported a position in RWX in Q2 2014 and held it in 1 quarter. The position peaked at $487K in Q2 2014. 202 funds tracked by Wall St. Rank hold RWX as of Q3 2014.

  • Luther King Capital Management (LKCM) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 11,000 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2014, an estimated $487K.
  • Luther King Capital Management (LKCM) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2014 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $487K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2014.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2014, filed 12 Nov 2014.