Plante Moran Financial Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Plante Moran Financial 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
2019 Q2	–	Sell	-1,267	Closed	-$50K	–	832
2019 Q1	$50K	Buy	+1,267	New	+$48.3K	0.02%	331
2013 Q4	–	Sell	-600	Closed	-$25K	–	710
2013 Q3	$25K	Hold	600	–	–	0.02%	267
2013 Q2	$24K	Buy	+600	New	+$26K	0.02%	236

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Plante Moran Financial Advisors's RWX Position: Q2 2019 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2019, closing a stake of 1,267 shares — an estimated $50K sold.

Plante Moran Financial Advisors first reported a position in RWX in Q2 2013 and held it in 3 quarters. The position peaked at $50K in Q1 2019. 207 funds tracked by Wall St. Rank hold RWX as of Q2 2019.

Plante Moran Financial Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,267 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2019, an estimated $50K.
Plante Moran Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 3 quarters.
Plante Moran Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $50K in Q1 2019.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.