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

Sequoia 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
2016 Q3	–	Sell	-6,553	Closed	-$272K	–	274
2016 Q2	$272K	Buy	6,553 +1,700	+35%	+$71.1K	0.08%	186
2016 Q1	$201K	Sell	4,853 -2,604	-35%	-$100K	0.07%	183
2015 Q4	$292K	Sell	7,457 -86	-1%	-$3.46K	0.12%	131
2015 Q3	$297K	Buy	7,543 +2,419	+47%	+$98.6K	0.13%	119
2015 Q2	$214K	Hold	5,124	–	–	0.09%	174
2015 Q1	$222K	Sell	5,124 -102	-2%	-$4.44K	0.1%	160
2014 Q4	$217K	Sell	5,226 -385	-7%	-$16.1K	0.15%	141
2014 Q3	$232K	Buy	5,611 +321	+6%	+$14.1K	0.16%	140
2014 Q2	$234K	Buy	+5,290	New	+$229K	0.18%	135

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Sequoia Financial Advisors's RWX Position: Q3 2016 in Review

Sequoia Financial Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2016, closing a stake of 6,553 shares — an estimated $272K sold.

Sequoia Financial Advisors first reported a position in RWX in Q2 2014 and held it in 9 quarters. The position peaked at $297K in Q3 2015. 206 funds tracked by Wall St. Rank hold RWX as of Q3 2016.

Sequoia Financial Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2016 after selling out during the quarter.
Sequoia Financial Advisors sold 6,553 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2016, an estimated $272K.
Sequoia Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2014 and held it in 9 quarters.
Sequoia Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $297K in Q3 2015.
206 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2016.

Based on Sequoia Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.