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Sheets Smith Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Sheets Smith Wealth Management’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
2013
Q3 		– Sell
-26,554
Closed -$1.06M – 250
2013
Q2 		$1.06M Buy
+26,554
New +$1.15M 0.36% 73

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheets Smith Wealth Management's RWX Position: Q3 2013 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2013, closing a stake of 26,554 shares — an estimated $1.06M sold.

Sheets Smith Wealth Management first reported a position in RWX in Q2 2013 and held it in 1 quarter. The position peaked at $1.06M in Q2 2013. 171 funds tracked by Wall St. Rank hold RWX as of Q3 2013.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 26,554 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2013, an estimated $1.06M.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.06M in Q2 2013.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2013.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2013, filed 26 Nov 2013.