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

Rockefeller Financial Services’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
Q1 		– Sell
-5,050
Closed -$208K – 528
2013
Q4 		$208K Sell
5,050
-13,250
-72% -$558K ﹤0.01% 345
2013
Q3 		$771K Buy
+18,300
New +$746K 0.02% 241

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Rockefeller Financial Services's RWX Position: Q1 2014 in Review

Rockefeller Financial Services sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2014, closing a stake of 5,050 shares — an estimated $208K sold.

Rockefeller Financial Services first reported a position in RWX in Q3 2013 and held it in 2 quarters. The position peaked at $771K in Q3 2013. 184 funds tracked by Wall St. Rank hold RWX as of Q1 2014.

  • Rockefeller Financial Services reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 5,050 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2014, an estimated $208K.
  • Rockefeller Financial Services first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's State Street SPDR Dow Jones International Real Estate ETF position peaked at $771K in Q3 2013.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2014.

Based on Rockefeller Financial Services's 13F filing for Q1 2014, filed 5 May 2014.