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

Robertson Stephens 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 Q3	$993K	Sell	25,880 -4,672	-15%	-$181K	0.86%	31
2017 Q2	$1.16M	Sell	30,552 -23	-0.1%	-$889	1.05%	23
2017 Q1	$1.08M	Buy	30,575 +1,594	+6%	+$59K	0.97%	24
2016 Q4	$1.05M	Buy	+28,981	New	+$1.1M	0.6%	47

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

Robertson Stephens Advisors's RWX Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 15% in Q3 2017, selling an estimated $181K and leaving 25,880 shares worth $993K. The position accounts for 0.86% of the portfolio, ranked #31.

Robertson Stephens Advisors first reported a position in RWX in Q4 2016 and has held it in 4 quarters since. The position peaked at $1.16M in Q2 2017. 195 funds tracked by Wall St. Rank hold RWX as of Q3 2017.

Robertson Stephens Advisors held 25,880 shares of State Street SPDR Dow Jones International Real Estate ETF worth $993K as of Q3 2017.
Robertson Stephens Advisors sold 4,672 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2017, an estimated $181K.
State Street SPDR Dow Jones International Real Estate ETF made up 0.86% of Robertson Stephens Advisors's portfolio in Q3 2017, its #31 holding.
Robertson Stephens Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2016 and has held it in 4 quarters since.
Robertson Stephens Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.16M in Q2 2017.
195 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.