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

Reilly 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
2017
Q2 		– Sell
-1,589
Closed -$59K – 968
2017
Q1 		$59K Buy
+1,589
New +$58.8K 0.01% 271

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

Reilly Financial Advisors's RWX Position: Q2 2017 in Review

Reilly Financial Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2017, closing a stake of 1,589 shares — an estimated $59K sold.

Reilly Financial Advisors first reported a position in RWX in Q1 2017 and held it in 1 quarter. The position peaked at $59K in Q1 2017. 182 funds tracked by Wall St. Rank hold RWX as of Q2 2017.

  • Reilly Financial Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,589 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2017, an estimated $59K.
  • Reilly Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $59K in Q1 2017.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.