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

Paradigm Financial 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
2014
Q2 		– Sell
-693
Closed -$29K – 184
2014
Q1 		$29K Hold
693
– – 0.03% 146
2013
Q4 		$29K Buy
+693
New +$29.2K 0.03% 172

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
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

Paradigm Financial Advisors's RWX Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2014, closing a stake of 693 shares — an estimated $29K sold.

Paradigm Financial Advisors first reported a position in RWX in Q4 2013 and held it in 2 quarters. The position peaked at $29K in Q1 2014. 202 funds tracked by Wall St. Rank hold RWX as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 693 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2014, an estimated $29K.
  • Paradigm Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $29K in Q1 2014.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.