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

Peachtree Investment 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 Q3	–	Sell	-118	Closed	-$5K	–	216
2015 Q2	$5K	Hold	118	–	–	﹤0.01%	275
2015 Q1	$5K	Hold	118	–	–	﹤0.01%	286
2014 Q4	$5K	Hold	118	–	–	﹤0.01%	319
2014 Q3	$5K	Buy	+118	New	+$5.19K	﹤0.01%	333

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peachtree Investment Advisors's RWX Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2015, closing a stake of 118 shares — an estimated $5K sold.

Peachtree Investment Advisors first reported a position in RWX in Q3 2014 and held it in 4 quarters. The position peaked at $5K in Q2 2015. 205 funds tracked by Wall St. Rank hold RWX as of Q3 2015.

Peachtree Investment Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 118 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2015, an estimated $5K.
Peachtree Investment Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2014 and held it in 4 quarters.
Peachtree Investment Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $5K in Q2 2015.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.