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Pinnacle Associates’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Pinnacle Associates’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
-45,519
Closed -$1.7M – 686
2017
Q1 		$1.7M Sell
45,519
-5,258
-10% -$195K 0.03% 333
2016
Q4 		$1.83M Sell
50,777
-5,627
-10% -$214K 0.04% 312
2016
Q3 		$2.35M Sell
56,404
-3,289
-6% -$138K 0.05% 285
2016
Q2 		$2.47M Sell
59,693
-5,472
-8% -$229K 0.05% 273
2016
Q1 		$2.7M Sell
65,165
-3,362
-5% -$130K 0.06% 257
2015
Q4 		$2.68M Sell
68,527
-7,358
-10% -$296K 0.06% 255
2015
Q3 		$2.98M Sell
75,885
-3,107
-4% -$127K 0.07% 240
2015
Q2 		$3.31M Sell
78,992
-3,874
-5% -$170K 0.06% 239
2015
Q1 		$3.59M Buy
82,866
+7,752
+10% +$337K 0.07% 225
2014
Q4 		$3.12M Sell
75,114
-2,643
-3% -$111K 0.06% 240
2014
Q3 		$3.22M Buy
77,757
+5,228
+7% +$230K 0.07% 232
2014
Q2 		$3.21M Sell
72,529
-3,393
-4% -$147K 0.06% 232
2014
Q1 		$3.13M Buy
75,922
+1,802
+2% +$73.2K 0.06% 225
2013
Q4 		$3.05M Buy
74,120
+20,131
+37% +$848K 0.06% 234
2013
Q3 		$2.27M Buy
53,989
+32,410
+150% +$1.32M 0.05% 263
2013
Q2 		$861K Buy
+21,579
New +$935K 0.02% 354

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

Pinnacle Associates's RWX Position: Q2 2017 in Review

Pinnacle Associates sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2017, closing a stake of 45,519 shares — an estimated $1.7M sold.

Pinnacle Associates first reported a position in RWX in Q2 2013 and held it in 16 quarters. The position peaked at $3.59M in Q1 2015. 182 funds tracked by Wall St. Rank hold RWX as of Q2 2017.

  • Pinnacle Associates reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Pinnacle Associates sold 45,519 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2017, an estimated $1.7M.
  • Pinnacle Associates first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 16 quarters.
  • Pinnacle Associates's State Street SPDR Dow Jones International Real Estate ETF position peaked at $3.59M in Q1 2015.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2017.

Based on Pinnacle Associates's 13F filing for Q2 2017, filed 9 Aug 2017.