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

Pinnacle Summer Investments’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 Q4	–	Sell	-1,494	Closed	-$59K	–	974
2015 Q3	$59K	Buy	+1,494	New	+$60.9K	0.01%	463
2015 Q2	–	Sell	-1,494	Closed	-$65K	–	913
2015 Q1	$65K	Hold	1,494	–	–	0.01%	470
2014 Q4	$62K	Hold	1,494	–	–	0.01%	486
2014 Q3	$62K	Hold	1,494	–	–	0.01%	495
2014 Q2	$66K	Hold	1,494	–	–	0.01%	461
2014 Q1	$64K	Hold	1,494	–	–	0.01%	435
2013 Q4	$62K	Hold	1,494	–	–	0.01%	433
2013 Q3	$63K	Hold	1,494	–	–	0.01%	399
2013 Q2	$60K	Buy	+1,494	New	+$64.7K	0.01%	354

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

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

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

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

Pinnacle Summer Investments's RWX Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2015, closing a stake of 1,494 shares — an estimated $59K sold.

Pinnacle Summer Investments first reported a position in RWX in Q2 2013 and held it in 9 quarters. The position peaked at $66K in Q2 2014. 203 funds tracked by Wall St. Rank hold RWX as of Q4 2015.

Pinnacle Summer Investments reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 1,494 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2015, an estimated $59K.
Pinnacle Summer Investments first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's State Street SPDR Dow Jones International Real Estate ETF position peaked at $66K in Q2 2014.
203 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.