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

Placemark 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
2014
Q4 		$537K Buy
12,944
+1,030
+9% +$43.2K 0.01% 1144
2014
Q3 		$493K Buy
11,914
+420
+4% +$18.5K 0.01% 1169
2014
Q2 		$507K Sell
11,494
-567
-5% -$24.5K 0.01% 1165
2014
Q1 		$497K Sell
12,061
-4,427
-27% -$180K 0.01% 1128
2013
Q4 		$679K Sell
16,488
-44,103
-73% -$1.86M 0.01% 1013
2013
Q3 		$2.55M Sell
60,591
-8,810
-13% -$359K 0.05% 441
2013
Q2 		$2.77M Buy
+69,401
New +$3.01M 0.06% 384

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Placemark Investments's RWX Position: Q4 2014 in Review

Placemark Investments increased its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 8.6% in Q4 2014, buying an estimated $43.2K and bringing the position to 12,944 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1144.

Placemark Investments first reported a position in RWX in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.77M in Q2 2013. 213 funds tracked by Wall St. Rank hold RWX as of Q4 2014.

  • Placemark Investments held 12,944 shares of State Street SPDR Dow Jones International Real Estate ETF worth $537K as of Q4 2014.
  • Placemark Investments bought 1,030 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2014, an estimated $43.2K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1144 holding.
  • Placemark Investments first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2.77M in Q2 2013.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.