Retirement Planning Group (Kansas)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Retirement Planning Group (Kansas)’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 Q3	–	Sell	-4,813	Closed	-$201K	–	58
2015 Q2	$201K	Sell	4,813 -564	-10%	-$24.8K	0.08%	59
2015 Q1	$233K	Sell	5,377 -629	-10%	-$27.4K	0.09%	57
2014 Q4	$250K	Sell	6,006 -162	-3%	-$6.79K	0.08%	56
2014 Q3	$255K	Sell	6,168 -107	-2%	-$4.71K	0.08%	57
2014 Q2	$278K	Sell	6,275 -482	-7%	-$20.8K	0.08%	59
2014 Q1	$278K	Sell	6,757 -1,503	-18%	-$61.1K	0.09%	58
2013 Q4	$340K	Sell	8,260 -1,179	-12%	-$49.7K	0.12%	58
2013 Q3	$398K	Sell	9,439 -5,525	-37%	-$225K	0.14%	55
2013 Q2	$597K	Buy	+14,964	New	+$648K	0.25%	46

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Retirement Planning Group (Kansas)'s RWX Position: Q3 2015 in Review

Retirement Planning Group (Kansas) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2015, closing a stake of 4,813 shares — an estimated $201K sold.

Retirement Planning Group (Kansas) first reported a position in RWX in Q2 2013 and held it in 9 quarters. The position peaked at $597K in Q2 2013. 205 funds tracked by Wall St. Rank hold RWX as of Q3 2015.

Retirement Planning Group (Kansas) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2015 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 4,813 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2015, an estimated $201K.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 9 quarters.
Retirement Planning Group (Kansas)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $597K in Q2 2013.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2015.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2015, filed 12 Nov 2015.