Nelson Capital Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Nelson Capital 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 Q3	–	Sell	-220	Closed	-$9K	–	340
2019 Q2	$9K	Sell	220 -500	-69%	-$19.4K	﹤0.01%	229
2019 Q1	$28K	Sell	720 -60	-8%	-$2.29K	0.01%	169
2018 Q4	$28K	Buy	780 +60	+8%	+$2.21K	0.01%	168
2018 Q3	$28K	Hold	720	–	–	0.01%	165
2018 Q2	$28K	Sell	720 -190	-21%	-$7.62K	0.01%	154
2018 Q1	$36K	Sell	910 -115	-11%	-$4.63K	0.01%	150
2017 Q4	$42K	Hold	1,025	–	–	0.01%	147
2017 Q3	$39K	Buy	+1,025	New	+$39.7K	0.01%	138

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Nelson Capital Management's RWX Position: Q3 2019 in Review

Nelson Capital Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2019, closing a stake of 220 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in RWX in Q3 2017 and held it in 8 quarters. The position peaked at $42K in Q4 2017. 203 funds tracked by Wall St. Rank hold RWX as of Q3 2019.

Nelson Capital Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2019 after selling out during the quarter.
Nelson Capital Management sold 220 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2019, an estimated $9K.
Nelson Capital Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2017 and held it in 8 quarters.
Nelson Capital Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $42K in Q4 2017.
203 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.