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LVW Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

LVW 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
2015
Q2 		– Sell
-6,595
Closed -$286K – 154
2015
Q1 		$286K Buy
6,595
+541
+9% +$23.5K 0.14% 122
2014
Q4 		$252K Buy
+6,054
New +$254K 0.14% 129

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LVW Advisors's RWX Position: Q2 2015 in Review

LVW Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2015, closing a stake of 6,595 shares — an estimated $286K sold.

LVW Advisors first reported a position in RWX in Q4 2014 and held it in 2 quarters. The position peaked at $286K in Q1 2015. 207 funds tracked by Wall St. Rank hold RWX as of Q2 2015.

  • LVW Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • LVW Advisors sold 6,595 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2015, an estimated $286K.
  • LVW Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 2 quarters.
  • LVW Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $286K in Q1 2015.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2015.

Based on LVW Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.