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Patten Group’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Patten Group’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
2017
Q2 		– Sell
-382
Closed -$14K – 666
2017
Q1 		$14K Hold
382
– – 0.01% 441
2016
Q4 		$14K Buy
382
+23
+6% +$877 0.01% 433
2016
Q3 		$13.9K Buy
359
+3
+0.8% +$126 0.01% 454
2016
Q2 		$14.8K Buy
356
+5
+1% +$209 0.01% 438
2016
Q1 		$14.6K Hold
351
– – 0.01% 443
2015
Q4 		$13.8K Buy
+351
New +$14.1K 0.01% 463

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patten Group's RWX Position: Q2 2017 in Review

Patten Group sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2017, closing a stake of 382 shares — an estimated $14K sold.

Patten Group first reported a position in RWX in Q4 2015 and held it in 6 quarters. The position peaked at $14.8K in Q2 2016. 182 funds tracked by Wall St. Rank hold RWX as of Q2 2017.

  • Patten Group reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Patten Group sold 382 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2017, an estimated $14K.
  • Patten Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2015 and held it in 6 quarters.
  • Patten Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $14.8K in Q2 2016.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.