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

Ropes Wealth 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
2018 Q3	–	Sell	-1,979	Closed	-$77K	–	582
2018 Q2	$77K	Buy	+1,979	New	+$79.4K	0.02%	306
2017 Q1	–	Sell	-764	Closed	-$28K	–	551
2016 Q4	$28K	Hold	764	–	–	0.01%	374
2016 Q3	$32K	Buy	+764	New	+$32.1K	0.01%	320

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

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

MFM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Ropes Wealth Advisors's RWX Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2018, closing a stake of 1,979 shares — an estimated $77K sold.

Ropes Wealth Advisors first reported a position in RWX in Q3 2016 and held it in 3 quarters. The position peaked at $77K in Q2 2018. 207 funds tracked by Wall St. Rank hold RWX as of Q3 2018.

Ropes Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 1,979 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2018, an estimated $77K.
Ropes Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2016 and held it in 3 quarters.
Ropes Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $77K in Q2 2018.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.